Exhibitor: Wealth Dynamix

VISIT WEALTH DYNAMIX'S LIVE EXHIBIT ROOM

Overview

Founded in 2012, Wealth Dynamix solves key Client Lifecycle Management (CLM) challenges with intelligent technology. Our award-winning CLM platforms eliminate friction and inefficiency throughout the client lifecycle, ensure compliance and digitise client journeys. Our solutions orchestrate journeys throughout the client lifecycle and significantly enrich client experience.

Wealth Dynamix offers two CLM options. WDX1 is a robust, adaptable CLM solution that addresses the complex CLM requirements of large private banks and the wealth and asset management divisions of global financial institutions. CLMi is a cost-effective, cloud-based SaaS CLM solution ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment and hassle-free maintenance.

Join our session

Tuesday, June 8

• 3:50pm – 4:30pm BST
  Panel Discussion: Shaping Customer Experience and Driving Long Term Client Engagement – Join

Meet our speaker