Wealth Dynamix named as an ‘Enabler’ in new industry rankings aimed at the fast-changing wealth landscape

London, UK, March 17, 2020Wealth Dynamix, a global leader in client lifecycle management (CLM) solutions, has been given unique recognition in Aperture’s inaugural Market Map for its WDX1 solution. Wealth Dynamix has been named as an ‘Enabler’ following assessment of WDX1, which continues to transform client lifecycle management in an industry that depends on deep and impactful relationships.

The Swiss headquartered strategy consultancy has launched the Market Map to challenge some of the longer-standing indices. The firm states that its evaluation methodology befits the fast-moving digital age by considering not only technology and business model innovation, but the critical role innovators play in giving firms in the nuanced wealth sector market advantage. Unlike Gartner’s more established Magic Quadrant which commends firms plotted in the coveted ‘top right corner’, the Market Map recognises the fundamental roles digital specialists play in advancing wealth and investment managers with varying propositions and service channels.

The world of wealth is changing fast, from the drivers that underpin wealth generation to the way in which clients choose to engage with their wealth managers. Our high scores for leveraging technology and our clients’ existing business models reflect the flexibility of our bespoke solutions and the extensive sector expertise that we bring to the table.”

Aperture deems an ‘Enabler’ as a system with the capacity to, “help wealth managers to augment their proposition without the constraints of their existing technology and business model.” This is essential in the wealth marketplace, where legacy systems are considered one of the greatest obstacles in implementing a digital strategy and continue to be used in a large proportion of firms.

One of just two ‘Enablers’ within the Market Map, Wealth Dynamix scored most highly on technology and digital enablement. The report states, “There is much to like about the Wealth Dynamix solution,” and calls out WDX1’s provision of empowering information and tools that help relationship managers better manage their clients.

Aperture

Gary Linieres, CEO and Co-Founder of Wealth Dynamix says, “We are delighted to have been included in the first ever Market Map and to have been recognised for our very distinct role in advancing the specialist wealth sector. The world of wealth is changing fast, from the drivers that underpin wealth generation to the way in which clients choose to engage with their wealth managers. Firms have been further challenged of late with managing clients across their channels of choice which adds to the importance of effective lifecycle management and the complexities of the end-to-end client relationship. Our high scores for leveraging technology and our clients’ existing business models reflect the flexibility of our bespoke solutions and the extensive sector expertise that we bring to the table.”

For more information, please contact:

Lucy Heavens, Marketing Director, Wealth Dynamix

Email: connect@wealth-dynamix.com

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

Major French Private Bank Digitises Onboarding with Wealth Dynamix

15 December 2020

Major French Private Bank Digitises Onboarding with Wealth Dynamix

One of France’s leading independent private banks will leverage Wealth Dynamix technology to digitise their client onboarding function.

2 min. read

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

3 November 2020

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

Wealth Dynamix has worked with new and existing clients to deliver the critical capabilities required to support remote working and business continuity.

3 min. read

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

13 October 2020

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.

3 min. read

Request a Demo

By clicking send below, you have read and agreed to Wealth Dynamix's Privacy Policy.

GET THE BROCHURE
Client Onboarding

By clicking submit below, you have read and agreed to Wealth Dynamix's Privacy Policy.