Asian Private Banker Technology Awards Hail Wealth Dynamix as the Clear Leader in Client Lifecycle Management

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SINGAPORE, March 2, 2019 /PRNewswire=KYODO JBN --

Wealth Dynamix [http://www.wealth-dynamix.com/ ], a leading global provider of

Client Lifecycle Management (CLM) solutions, has been awarded the Best CLM

Solution trophy in the 5th Annual Asian Private Banker Technology Awards.

WDX1 [https://www.wealth-dynamix.com/client-lifecycle-management/ ], the firm's

flagship, multi-award winning digital CLM solution, is purpose-built to support

the complex requirements of wealth and asset management companies from within

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. WDX1 consolidates the multitude of systems

and processes that are utilised throughout the lifecycle, offering access via a single login

interface that saves vast amounts of time and greatly facilitates client management.

Commenting on the reasons why Wealth Dynamix excelled in the hotly-contested

CLM category, Asian Private Banker Editor Sebastian Enberg [https://www.linkedin.com/in/sebastian-enberg/ ] said: "Wealth Dynamix flips the script for

client lifecycle management. Rather than alerting bankers on what needs to be done,

it encourages and enables bankers to consider what needs to be achieved.

That's important because CLM is about opening new opportunities, not merely defending

existing business. To achieve this, Wealth Dynamix has designed a digital solution that is

as nuanced as it is effective across all facets and stages of the client-bank relationship."

"But it would be unfair to say Wealth Dynamix's WDX1 is a sum of its parts,"

Enberg continued. "What impresses us most is how carefully considered each of

the functionalities are, whether specific to prospect discovery and management,

parallel process onboarding, client meetings, or even former client re-engagement.

WDX1, in our view, doesn't just integrate but rather harmonises with banks' existing

architecture, and that is the key difference."

The Asian Private Banker Technology Awards

[https://asianprivatebanker.com/awards/technology-awards-2019/ ] are among

the most respected in the industry, due to the detailed benchmarking analysis

conducted during the judging process. Nominees must provide an in-depth review

of company performance, as well as comprehensive demos and live pitches.

Dominic Gamble [https://www.linkedin.com/in/dominicgamble1/ ], Head of Asia

Pacific at Wealth Dynamix, said: "This award is especially rewarding because it

recognises that our unique approach to CLM has created a solution that is second

to none. Our mission was to address client management from the very start of

the engagement process, beginning long before onboarding, and extending way

beyond it. Our technology has transformed the way wealth and asset managers

undertake daily tasks, taking the time and distractions of laborious administration

away from the servicing clients and refocusing the user's activities on growing

relationships and portfolios which adds greatest value for both the client and the firm.

Our holistic approach has resulted in a robust suite of capabilities that enrich every

stage of the process, and this has been independently validated throughout

the intricate evaluation and judging process."

This award comes 12 months after Wealth Dynamix won the Asian Private Banker

Award 2018 for Best Integrated Front Office Solution, in partnership with Microsoft.

In 2019 alone Wealth Dynamix collected ten further accolades in the USA, Europe

and Asia, awarded by WealthBriefing, WealthTech100, Goodacre Systems in the City,

Wealth Adviser, Private Banker International and Asian Private Banker.

SOURCE: Wealth Dynamix