Company overview:
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.
General Information:
- • Digital & Technology
Key contacts
The latest articles from Wealth Dynamix
Empowering Client-Facing RMs and Advisors: Perspectives from Wealth Dynamix Asia Head Darell Miler Wealth Dynamix delivers innovative software designed to help reduce costs, improve efficiencies, and, most importantly, empower client-facing bankers and advisors with productivity-boosting tools that help enhance client personalisation, el...
The latest Partners Insights from Wealth Dynamix
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.
The latest thought leadership from Wealth Dynamix
Empowering Client-Facing RMs and Advisors: Perspec... Wealth Dynamix delivers innovative software designed to help reduce costs, improve efficiencies, and, most importantly, empower client-facing bankers and advisors with productivity-boosting tools that help enhance client personalisation, elevate the client experience, and thereby drive revenues in t...
The latest videos from Wealth Dynamix
The latest events from Wealth Dynamix
HUBBIS INVESTMENT FORUM - SINGAPORE 2024 We are delighted to report that we are soon to host the 2024 edition of the Hubbis Investment Forum in Singapore on Wednesday 6th November. Specifically curated to ensure tailored relevance for the Private Wealth Management Community in Asia, the event will see 30-plus expert speakers look in-de...
The latest event content from Wealth Dynamix
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...