Wealth Dynamix has launched a new version of its Client Lifecycle Management solution, WDX1 in response to a demanding regulatory climate, a new generation of more sophisticated clients and what it describes as ‘increasingly complex digital challenges’.
WDX1 comprises three modules in an integrated client lifecycle solution: WDX Engage, WDX Onboard and WDX Manage. Wealth Dynamix’s offering now provides an end-to-end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.
The enhanced solution empowers clients by allowing them to become engaged via multiple digital and traditional channels whilst improving efficiencies for firms engaged in High Net Worth relationships and facilitates more time spent building client relationships. The new modules are underpinned by the company’s deep and growing partnership with Microsoft. Microsoft recently named Wealth Dynamix as their preferred partner for managing wealth management clients and all modules are built on the industry-leading Dynamics 365 platform.
Wealth Dynamix is now a global firm, with offices in New York, Switzerland and Singapore in addition to its London headquarters. Its business has grown an average of 51% over the last five years and now employs over 120 people globally. Wealth Dynamix has been named one of the fastest growing European fintech firms in the Financial Times FT1000 for two years running.
The firm has been able to develop a growing and expanded global client base. The company recently began a relationship with a large international wealth management firm and a global private bank along with securing expanded mandates with several existing clients. The business expects to announce further significant client wins in Europe and Asia in 2019.
Wealth Dynamix CEO Gary Linieres says: “Wealth Dynamix exists to deliver operational efficiencies and business development improvements through the deployment of leading digital technology solutions. We are constantly adapting our solutions to keep up with client demands and leveraging technological enhancements across the digital and AI landscape. Wealth managers are seeing and feeling the importance that client lifecycle management plays in achieving a successful relationship-driven business. The growth we have seen over the past few years is testament to the success of our cutting-edge solutions and world class people. We are well positioned to continue this success and I have never been more excited about our future.”
Wealth Dynamix also added two members to its board of directors. Chief Technology Officer Natalie Levine joins the company after serving in senior technology roles at Bridgepoint and Quilter Cheviot. Sonia Moore, who previously served as head of operations, has been promoted to Chief Information Officer and will also be on the board.
