Wealth Dynamix named a WealthTech100 company for Client Lifecycle Management Innovation


Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year, in a list compiled by specialist financial technology research firm, FinTech Global.

Launched in 2019, the WealthTech100 list showcases companies that are playing a pioneering role in transforming the global investment and banking industries. The WealthTech industry has grown dramatically over the last four years, making the process of identifying the leading 100 companies in the WealthTech space more competitive than ever.

Wealth Dynamix was awarded its place on the WealthTech100 list by a panel of analysts and industry experts who voted from a list of over 1,000 businesses. The list recognises finalists for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the investment value chain.

Wealth Dynamix solves key CLM challenges with intelligent technology. Our two award-winning CLM platforms – WDX1 and CLMi – eliminate friction and inefficiency throughout the client lifecycle, ensure compliance and digitise client journeys. Our solutions orchestrate journeys throughout the client lifecycle and significantly enrich client experience.

FinTech Global director Richard Sachar said: “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”

Gary Linieres, CEO and co-founder at Wealth Dynamix, commented: “We have worked closely with our wealth management clients to help solve the many challenges they have faced in the past year. We are proud of the contribution we have made in helping to mobilise their businesses during the pandemic and sustain their client acquisition and retention rates. We are also proud that our efforts have, once again, been recognised through the WealthTech100 list. Clients tell us that Wealth Dynamix has been instrumental in empowering the front office to engage and add more value to client interactions, throughout the client lifecycle. In 2021, the winners will be those who focus on connecting both internal and external stakeholders who touch every stage of the client journey.”

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