Wealth Dynamix

Digital & Technology

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

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

Digital Dialogue

Data Management, Analytics, AI and ML: Their Roles... Data is the new oil for the wealth industry, an expert at a Hubbis live event pronounced way back in 2018. But during those heady and uber-optimistic pre-pandemic years, it was more of a concept, and in reality, there was little realisation of just how much money and time would soon be spent on digi...

The latest videos from Wealth Dynamix

The latest events from Wealth Dynamix

Oct 4, 2023   

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023 Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL WEALTH FORUM on Wednesday 4th October in Singapore. The event will feature our standard full day format to deliver the most comprehensive and engaging agenda, discussions and networking, beginning at 9.00am and ending at...

Event content
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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...