Wealth Dynamix
https://wealth-dynamix.com/
Wealth Dynamix is a leading provider of client lifecycle management (CLM) solutions dedicated to the needs of the wealth management industry.
We cater for private banks, wealth and asset management firms, and mid-sized investment managers.
We eliminate friction and inefficiency throughout the client lifecycle by digitising the entire client lifecycle - within a single unified platform - from prospect engagement and onboarding through to ongoing relationship management and client servicing – and we take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey, and therefore able to orchestrate journeys more effectively across the entire client lifecycle.
We can transform your cost-to-income ratios, deliver profitability at scale and provide enriching, innovative client-centric experiences, all whilst ensuring regulatory compliance.
We operate globally (with offices in UK, France, Switzerland, Singapore, Lithuania, and Vietnam) and count the following amongst our clients: UBS, UOB, Charles Stanley, Cazenove, Rathbones, Quilter Cheviot, Rothschild & Co, Schroders, Credit Agricole, Société Générale, Mirabaud, Azqore.
Wealth Dynamix has been operating for over 10 years (founded in 2012) and is a subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group.
Events
Articles