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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

Read

Transforming Client Lifecycle Management with AI-driven WealthTech

Read

Upcoming Events

04
Feb
Shining a Spotlight on Digital Assets: DLT and the Future of Financial Services
Innovate Finance is delighted to invite you to our ‘Spotlight on Digital Assets: DLT and the Future of Financial Services’ event,...
10
Feb
Innovate Finance FinTech Investment Trends event
Location: Rise London, 41 Luke Street, Shoreditch, London, EC2A 4DP
Join Innovate Finance for an evening panel discussion at Barclays Rise on FinTech trends and investment highlights from the past...
18
Feb
FinTech Investment Trends Webinar
Location: Live Online
Listen to some of the most active venture investors in FinTech, the trends they are seeing across the landscape and...