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Wealth Dynamix

Category
Scaleup Innovator

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

Location
London

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.

Team Members

Gary Linieres

CEO, Wealth Dynamix

Lucy Heavens

Head of Marketing, Wealth Dynamix

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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