Wealth Dynamix

Digital & Technology

Company overview:

Wealth Dynamix is a Client Lifecycle Management technology company providing market leading solutions to the world’s top private banks, wealth and asset management firms and helping to deliver strategic digital transformation programs.

Our multi-award-winning, fully integrated, end-to-end digital Client Lifecycle Management (CLM) solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence.

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

Products & services:

  • • Digital & Technology

The latest articles from Wealth Dynamix

The latest thought leadership from Wealth Dynamix

Digital & Technology

Empowering the Relationship Manager - Their Role i...In our ground-breaking research report, we hope that the reader will see a clear picture painted of how in the decade ahead, the relationship manager in Asia will be enhanced and empowered to the betterment of themselves, their clients and the banks and firms they work for.

The latest videos from Wealth Dynamix

The latest events from Wealth Dynamix

3.00pm - 4.00pm HKT/SGT

The Dawn of a New Era: The Implications for Digital Technology & Solutions in WM

The truth is that nobody on planet earth knows how this pandemic will play out and whether the world we share will return to its former shape sooner, later or perhaps never in quite the same form. But what we do know is that the...

The latest event content from Wealth Dynamix

Indonesia

CLM Drives Wealth Management Sales and Growth Dominic Gamble, the Singapore-based Head of Asia Pacific at FinTech Wealth Dynamix, gave delegates at the Hubbis Indonesia Wealth Management Forum a fascinating Workshop to alert them to key advantages and critical dangers of digital transformation, particular the great benefits of an optimal Client...