PR86423

LONDON, Nov. 4, 2020 /PRNewswire=KYODO JBN/ --

Wealth Dynamix [http://www.wealth-dynamix.com/ ], a global leader in Client

Lifecycle Management (CLM) solutions, has announced year-end performance

results that indicate strong growth during the twelve months to September 30,

2020. Wealth Dynamix has worked with new and existing wealth management clients

to deliver the critical capabilities required to support remote working and

business continuity. Most notably, clients are benefiting from a true

360-degree client view, actionable and intelligent automation and best practice

workflows that eliminate manual tasks and boost productivity, and mobile-ready

client and advisor-facing tools that increase usability and access.

Since October 2019, Wealth Dynamix has expanded European operations, opened a

new office in Paris to further support private banks, wealth and investment

management firms in France and Switzerland, and acquired a number of

significant global clients including a major global bank headquartered in

Singapore and large European private bank headquartered in France.

In the UK several of the leading wealth managers and private banks including

Charles Stanley, Ruffer, Quilter and Rothschild & Co completed major projects

to upgrade to the latest version of the Wealth Dynamix CLM solution.

Many Wealth Dynamix clients accelerated digitisation projects throughout the

second half of the year, spurred by the requirement to manage client

relationships seamlessly from any location, sustain high levels of client

interaction via digital channels, increase the speed and agility of onboarding

and ensure ongoing compliance. In doing so there has been increased demand to

deploy and upgrade to the newest version of the firm's WDX1 solution and to

leverage cloud-based services more effectively.

WDX1 [https://www.wealth-dynamix.com/client-lifecycle-management/ ] is the

flagship, multi-award winning digital CLM solution from Wealth Dynamix,

designed to support the complex requirements of wealth management companies

from a single unified platform. Its capabilities span the entire client

lifecycle, including client acquisition, client engagement, digital onboarding,

regulatory compliance, relationship management, and ongoing client servicing.

Gary Linieres [https://www.linkedin.com/in/garylinieres], CEO and Co-founder at

Wealth Dynamix, said: "This has been a year of two halves in which firms

focused initially on digitisation to optimise operational efficiency and improve

cost-income ratios, then quickly switched focus to ensuring they could continue

to serve staff and clients effectively whilst remote working. Technology has never

played a more vital role in enabling business continuity and empowering advisors

and the success of Wealth Dynamix through this trying period is testament to our

many years of wealth management domain expertise and the flexibility of our solutions."

"Moving into 2021," Linieres continues, "wealth managers will need to provide

all internal stakeholders with an integrated view of client journeys, so they

can make proactive and intelligent recommendations that match client

requirements. They will need to build agility into their technology platforms,

so they can adapt to change quickly without interrupting service quality. And

there will be a permanent shift in the way people do business, requiring fully

effective and secure digital communications, while all the time meeting

regulatory obligations."

Source: Wealth Dynamix