Wealth Dynamix

Digital & Technology

Company overview:

Wealth Dynamix is the only truly end-to-end Client Lifecycle Management (CLM) provider, our CLM technology is transformational.

We capture every data point and every touch point in a client's journey to create a 360-degree view of the client lifecycle. From prospecting and onboarding through to relationship management and client servicing.

The intelligent analysis of this data produces actionable insights into client preferences at different stages of their relationship, empowering advisers to make the right recommendations at the right time.

This means organisations using our CLM technology can instantly identify significant opportunities to grow revenue, boost operational efficiencies and deepen their client relationships – all day, every day.

Our clients range from mid-size discretionary fund managers to some of the world’s largest and most respected private banks and wealth and asset managers.

Created in 2012 by founders with a background in wealth management, our clients choose us because we have a deep understanding of the industry and the challenges advisers face.

It’s this real-life experience and unrivalled sector knowledge that enables our experts to build strong strategic partnerships. We consult and collaborate with our clients, as well as provide the CLM technology advisers need to operate in a highly regulated and complex environment.

It’s technology built by wealth managers, for wealth managers

General Information:

  • • Digital & Technology

The latest articles from Wealth Dynamix

Partners Insights
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The latest Partners Insights from Wealth Dynamix

Digital & Technology

Scaling Digitisation for Growth and Efficiency in Asia As APAC’s investment industry gathers momentum, it’s time for the region’s wealth managers to embrace technology in pursuit of a truly omnichannel experience.

Thought Leadership
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The latest thought leadership from Wealth Dynamix

Publications & Thought Leadership

Empowering the Relationship Manager & Delivering W... The premise for our Digital Dialogue discussion of September 2 was that the relationship manager will continue to be central to the delivery of the enhanced capabilities and solutions in the Asian wealth management industry, particularly for the robust HNW and UHNW segments. Experts and leaders in t...

The latest videos from Wealth Dynamix

The latest events from Wealth Dynamix

Sep 15, 2022   

Maximising the Opportunities around NEXT GEN Wealth Management in Asia On September 15, our panel of hand-picked wealth management experts will focus on the needs and expectations of the next generations of Asia’s private clients. They will debate how the private banks and independent wealth management providers can tailor their offerings and the approach to reta...

Event content
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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...