Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for private banks, wealth and asset management firms, with a client book including many of the best-known names in the industry.
Our award-winning CLM platforms eliminate friction and inefficiency throughout the client lifecycle by digitising the entire client lifecycle from prospect engagement and onboarding through to ongoing relationship management and client servicing. We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey and across all roles in the wealth management business, and therefore able to orchestrate journeys more effectively across the entire client lifecycle.
Our focus on private banking, wealth management and asset management make us the top choice for any such firms who are wanting to transform their cost-to-income ratios, deliver profitability at scale and provide enriching, innovative client-centric experiences, all whilst ensuring regulatory compliance. We operate globally with offices in the UK, France, Switzerland, Singapore, Lithuania, and Vietnam. Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group.
Get In Touch