Wealth Dynamix

📰 Read more on how our unique partnership with client lifecycle management (CLM) specialists, @Wealth_Dynamix is helping wealth managers unlock a new level of engagement - eu1.hubs.ly/H09pM9h0 #BehaviouralFinance #BeFi #FinancialPlanning #WealthManagement #FinancialAdvice

We are excited to welcome @Wealth_Dynamix to Temenos Exchange. This enables an omnichannel approach across digital engagement to client and investment management and a joined-up approach to operation across the front, middle, and back office. Learn more: wealth-dynamix.com/wealth-dynamix…

We’re delighted to announce that Wealth Dynamix and our market-leading CRM and Client Lifecycle Management solutions are now on the @Temenos Exchange, the partner ecosystem of integrated FinTech solutions! wealth-dynamix.com/wealth-dynamix… #FinTech #WealthTech #WealthManagement

@Wealth_Dynamix and Flanks partner to transform client engagement and financial management practices #fintech #fintechnews #internationalfintech #technology #tech #finance internationalfintech.com/wealth-dynamix…

🚀Exciting News! We partner with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud! Leverage privacy by design to elevate compliance and protect your data wherever it rests! Find out more: wealth-dynamix.com/wealth-dynamix…

We are delighted to announce the publication of our #MiddleEast #WealthTech Landscape Report 2023! Give it a read to keep up-to-date on the most relevant and impactful #technology topics for the Middle East #WealthManagement market. 📣 #privatebanking ow.ly/poxj50P4SW8

7 hours to go! ⏱️ Join us at #APACWealthTechLive2023 in #Singapore today from 4:30pm at the SG FinTech Hub to discover the latest insights and thinking on technology's role in the local, regional and global #wealthmanagement sector. 🇸🇬🚀 lnkd.in/dTMqXpw9 #wealthtech #event

For the #APACWTLR23, Darell Miller, Managing Director, APAC, at @Wealth_Dynamix , looks at the changes in #APAC #wealthmanagement. He talks about its “A-HA” moment, sharing insights into #advisory, #hybrid and #alternativestrategies. Full report: ow.ly/mWwJ50OkiyE

Congratulations to @Wealth_Dynamix for winning Best Front Office Solution at Asian Private Banker's 8th Technology Awards 2022. #APBTA2022 bit.ly/41GY2sd

Join us at #APACWealthTechLive2023 in #Singapore to discover the latest #insights and thinking on #technology's role in the local, regional and global #wealthmanagement sector.📣 Access to the #event is limited, so secure your tickets today.🎟 #wealthtech lnkd.in/dTMqXpw9

Our second edition of the #APAC #WealthTech Landscape #Report will be published later this month! 📣⏰ It aims to provide our global #wealthmanagement community with a definitive guide to the #technology & related #vendor marketplace in the region. 📈💡🌍 Keep an eye out! #wealth

The WealthTech 2023 report is now live! Aimed at identifying key industry #trends for 2023 and beyond, the #report features industry #insights from the perspectives of the #client, the #adviser and the #business: bit.ly/3JOIYTe #wealthtech #wealthmanagement #technology

🚀#Indosuez acquires a majority stake in @Wealth_Dynamix, a #fintech specialising in #CRM for #privatebanks founded in 2012 & with whom we have been working since 2019. Official PR👉ca-indosuez.com/press/press-re… @Azqore_SA #innovation #tech #wealthmanagement #wealth #CLM

We are delighted to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022. We'd like to thank all the expert judges and event organisers and congratulations to all the winners! bit.ly/3syaTww

As we celebrate 10 years find out how you can win by downloading our latest eBook to discover the “10 Reasons to Choose Wealth Dynamix” for your digital WealthTech transformation​: bit.ly/3fWTpH8

We'll be at the Digital Integration in Wealth Management Conference on 5 & 6 October. Join us to meet leaders from private banks and wealth management firms and learn how digital integration can enhance your wealth offering and client experience. bit.ly/3UKYSRF

Tom Burroughes, Group Editor for @WealthBriefing recently interviewed Gary Linieres, our CEO & Co-Founder about his views on outsourcing, the current requirements from firms and the benefits of change. Find out more: bit.ly/3R17Nes

With an estimated US$2 trillion of #wealth to be transferred to #Asia Pacific's Next Gen by 2030, it's a hot topic. The recent #Hubbis Digital Dialogue connected a handpicked panel of experts to delve into the complex challenges and forces at play. bit.ly/3BEIXeT

@hubbisnews met recently with our CEO & Co-founder, Gary Linieres to learn more about his plans for the future, specifically in #Asia, where Wealth Dynamix has been winning more traction with our new CLMi Cloud-based SaaS solution. Find out more bit.ly/3xLBwkP

Read our latest blog to gain top-level insights designed to help you keep your CLM business case on track. bit.ly/3Rcq6xb