We are excited to welcome Wealth Dynamix to Temenos Exchange. This enables an omnichannel approach across digital engagement to client and investment management and a joined-up approach to operation across the front, middle, and back office. Learn more: wealth-dynamix.com/wealth-dynamix…

We’re delighted to announce that Wealth Dynamix and our market-leading CRM and Client Lifecycle Management solutions are now on the Temenos Exchange, the partner ecosystem of integrated FinTech solutions!

wealth-dynamix.com/wealth-dynamix…

#FinTech #WealthTech #WealthManagement

Wealth Dynamix and Flanks partner to transform client engagement and financial management practices

#fintech #fintech news #internationalfintech #tech nology #tech #finance
internationalfintech.com/wealth-dynamix…

🚀Exciting News!

We partner with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud!

Leverage privacy by design to elevate compliance and protect your data wherever it rests!

Find out more: wealth-dynamix.com/wealth-dynamix…

We are delighted to announce the publication of our #MiddleEast #WealthTech Landscape Report 2023! Give it a read to keep up-to-date on the most relevant and impactful #technology topics for the Middle East #WealthManagement market. 📣 #privatebanking ow.ly/poxj50P4SW8

7 hours to go! ⏱️ Join us at #APACWealthTechLive2023 in #Singapore today from 4:30pm at the SG FinTech Hub to discover the latest insights and thinking on technology's role in the local, regional and global #wealthmanagement sector. 🇸🇬🚀 lnkd.in/dTMqXpw9 #wealthtech #event

For the #APAC WTLR23 , Darell Miller, Managing Director, APAC, at Wealth Dynamix , looks at the changes in #APAC #wealthmanagement . He talks about its “A-HA” moment, sharing insights into #advisory , #hybrid and #alternativestrategies . Full report: ow.ly/mWwJ50OkiyE

Congratulations to Wealth Dynamix for winning Best Front Office Solution at Asian Private Banker's 8th Technology Awards 2022. #APBTA2022 bit.ly/41GY2sd

Join us at #APACWealthTechLive2023 in #Singapore to discover the latest #insights and thinking on #technology 's role in the local, regional and global #wealthmanagement sector.📣 Access to the #event is limited, so secure your tickets today.🎟 #wealthtech lnkd.in/dTMqXpw9

Our second edition of the #APAC #WealthTech Landscape #Report will be published later this month! 📣⏰ It aims to provide our global #wealth management community with a definitive guide to the #technology & related #vendor marketplace in the region. 📈💡🌍 Keep an eye out! #wealth

The WealthTech 2023 report is now live! Aimed at identifying key industry #trends for 2023 and beyond, the #report features industry #insights from the perspectives of the #client , the #adviser and the #business : bit.ly/3JOIYTe #wealthtech #wealthmanagement #technology

🚀 #Indosuez acquires a majority stake in Wealth Dynamix, a #fintech specialising in #CRM for #privatebanks founded in 2012 & with whom we have been working since 2019.
Official PR👉ca-indosuez.com/press/press-re…
AZQORE #innovation #tech #wealth management #wealth #CLM

We are delighted to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.

We'd like to thank all the expert judges and event organisers and congratulations to all the winners!

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As we celebrate 10 years find out how you can win by downloading our latest eBook to discover the “10 Reasons to Choose Wealth Dynamix” for your digital WealthTech transformation​: bit.ly/3fWTpH8

We'll be at the Digital Integration in Wealth Management Conference on 5 & 6 October.

Join us to meet leaders from private banks and wealth management firms and learn how digital integration can enhance your wealth offering and client experience.

bit.ly/3UKYSRF

Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-Founder about his views on outsourcing, the current requirements from firms and the benefits of change.

Find out more: bit.ly/3R17Nes

With an estimated US$2 trillion of #wealth to be transferred to #Asia Pacific's Next Gen by 2030, it's a hot topic.

The recent #Hubbis Digital Dialogue connected a handpicked panel of experts to delve into the complex challenges and forces at play.

bit.ly/3BEIXeT

Read our latest blog to gain top-level insights designed to help you keep your CLM business case on track.

bit.ly/3Rcq6xb

It's not too late to register for today's Hubbis Digital Dialogue 'Maximising the Opportunities around NEXT GEN Wealth Management in Asia'.

Register here: bit.ly/3RJ4IRz

📅 A date for your diary – 13th September at 11am BST! 📅

Register now: bit.ly/3cxbMRU

The Wealth Mosaic Wealth Dynamix

#webinar #businesscase #wealthmanagement #crm #valuemanagement