Wealth Dynamix, a leading global client lifecycle management solution provider was last week crowned ‘Best CRM System’, ‘Best Change Management Process/Implementation’, ‘Best Innovative Client Solution’ and ‘Outstanding Contribution to Wealth Management Thought Leadership’ at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.

Wealth Dynamix has demonstrated a chain of client acquisitions and continuous growth in the provision of CRM to the Wealth Management sector, the judges were particularly impressed with the firm’s portfolio of capabilities in this area. The judging panel also acknowledged the series of well-crafted case studies that demonstrate a comprehensive understanding of the soft and hard needs required during an implementation process.

An innovative solution built with an omni-channel strategy at its core, the judges recognised Wealth Dynamix’s client-focussed positioning with a proactive approach to digital change both at the point of sale and beyond and for this reason, they recognised the firm for this year’s best innovative client solution award. The triumph is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players and thought leaders in the competitive FinTech and RegTech space globally.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2018”.

Commenting on the firm’s triumph, Niklas Lindberg, Chief Revenue Office at Wealth Dynamix said: “We are delighted to have been voted winners of these prestigious awards by so many industry experts, it is a true testament to the hard work that the team have put in over the last 12 months during our expansion into new markets, including Switzerland. We pride ourselves on innovation and the continuous provision of cutting-edge technology to the wealth sector to cement our status as a leading Client Lifecycle Management solution provider globally.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.  These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

Wealth Dynamix was also named a finalist for 4 further awards on the night, “Best Compliance Solution”, “Best Onboarding solution”, “Best Front Office Solution” and “Innovative Fintech Solution”. The firm has also been shortlisted for 7 awards at the Family Wealth Report Awards in New York and 8 awards at the Wealthbriefing European Awards in London, results will be announced in the coming months.

Share on social media