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 Partners insights from Wealth Dynamix

Digital & Technology

Wealth Management in Asia: The Relationship Manager of Tomorrow We all know that private banks and wealth management firms have been gearing up for a fundamental shift towards the delivery of more innovative and personalised client engagement. Technological advances are now so well progressed that it is possible to capture vast amounts of information about clien...

The latest thought leadership from Wealth Dynamix

Publications & Thought Leadership

The Dawn of a New Era: The Implications for Digita...To what extent has the global pandemic accelerated the need for digital solutions in the world of wealth management, and to what extent this would have occurred in any case, albeit over a somewhat more extended timetable? A fascinating discussion unfurled on June 4 in the latest edition of the Hubbi...

The latest videos from Wealth Dynamix

The latest events from Wealth Dynamix

3.00pm - 4.00pm HKT/SGT

The Vital Future of the Relationship Manager in Asia

The premise for our Digital Dialogue discussion of July 9 is that in more normalised times, the relationship manager (RM) 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 segmen...

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...