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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.

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

09
Jul
Pitch360 2020 Live Final
Location: Virtual Events
IT’S BACK! Thought you’d missed out in 2020? Fear not, Pitch360 is back, but not as you know it! Join...
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13
Jul
FinTech Investor Office Hours Week: 13 -17 July 2020
Location: Google Hangout sent after registering
  Innovate Finance and over 15 VC and CVCs have come together to take part in the FinTech Investor Office...
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14
Jul
Building FinTech Bridges: Why cross-border collaboration is key to financial inclusion in SE Asia
Location: BrightTalk
With a population of 570 million and a GDP expected to grow to $4.7 trillion by 2025, the six largest...
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