Tagged: wealth dynamix

February 2, 2024 @ 6:11 am By Omar Faridi  |  

Wealth Dynamix, a provider of Client Lifecycle Management solutions, announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions. The Wealth Dynamix solution enables firms “to support the full end-to-end client lifecycle, helping deliver more proactive, efficient and engaging prospecting,… Read More

October 22, 2023 @ 10:30 am By Omar Faridi  |  

Wealth Dynamix announces that they have partnered with REGDATA in order to create the fully tokenized Client Lifecycle Management (CLM) solution in the cloud.” You can now safeguard your most critical data in CLMi using the REGDATA Protection Suite (RPS). This data protection and privacy… Read More

June 18, 2020 @ 10:45 pm By Omar Faridi  |  

  Wealth Dynamix, a digital Client Lifecycle Management (CLM) solution that aims to address the requirements of client acquisition and engagement, digital onboarding, regulatory compliance, and relationship management for wealth managers, has published a new report. The report highlights the opportunities and challenges that relationship… Read More