Wealth Dynamix

Wealth Dynamix

Intelligent client lifecycle management for private banks, and wealth and asset managers.

Our solution addresses the key industry challenges presented by the complex requirements of client lifecycle management:

  • Client acquisition
  • Onboarding
  • Regulatory compliance
  • Relationship management
  • Client servicing
  • Business intelligence
  • and Client and relationship manager engagement

By leveraging Microsoft’s industry leading Dynamics 365 platform, our solution is at the cutting edge of technology with regular product updates in line with global technological advancements and industry changes including incorporating innovative Microsoft technologies such as Teams, AI/ML and LinkedIn specifically customised for the wealth management industry.

Web: https://www.wealth-dynamix.com/
Contact: Lucy Heavens
Email: connect@wealth-dynamix.com

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