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Wealth Dynamix

Category
Scaleup Innovator

Vertical
Capital Markets, Enterprise Software, RegTech, Wealth management, Professional Services

Location
London

Website

Wealth Dynamix provides Client Lifecycle Management (CLM) solutions for the world’s top private banks, wealth and asset management firms. Leveraging Microsoft’s Dynamics 365 platform, WDX1 addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence.

Blogs

Onboarding: A better way to tick the boxes

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Transforming Client Lifecycle Management with AI-driven WealthTech

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Upcoming Events

11
Dec
Women in FinTech Power Hour with Emilie Bellet, Vestpod
We are delighted to announce that our December Power Hour session will be hosted in conjunction with Lloyds Banking Group on...
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18
Dec
Innovate Finance Member Christmas Party
Its the most wonderful time for a beer So come join your FinTech family for an evening of Christmas festivities,...
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18
Dec
National Pitch Day
Location: Central London Location
Our partners in the FinTech National Network, which includes Innovate Finance, are looking forward to our inaugural National Pitch Day...
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