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Wealth Dynamix

Category
Scaleup Innovator

Vertical
Wealth management

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

Lucy Heavens

Marketing Director

Antony Bream

MD - UK, Northern Europe & Americas

Gary Linieres

CEO and Co-founder

Blogs

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

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Onboarding: A better way to tick the boxes

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Transforming Client Lifecycle Management with AI-driven WealthTech

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