news & pr from Wealth Dynamix

WDX wins 4 awards, including ‘Best Wealth Management Process’ and ‘best CRM’ at the WealthBriefing Swiss Awards 2018

Share this resource

The difference is (h)ours

View Solution Provider Profile
Wealth Dynamix quick links



The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of client lifecycle management and the orchestration of key activities. These include client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence. WDX1 comprises 3...

view solution
by Wealth Dynamix
| 09/02/2019 12:00:00

Wealth Dynamix (WDX), one of Switzerland’s leading client lifecycle management providers, was last night crowned ‘Best Compliance’, ‘Best CRM System’, ‘Best Change Management Process/Best Implementation of Technology Solution’ and ‘Outstanding Contribution to Wealth Management Thought Leadership’ at the 5th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.

Going up against some big industry names, WDX was awarded for its collaborative and forward-looking approach, which attracted favourable comments from the panel. The triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive FinTech and RegTech space in Switzerland.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.

Commenting on the firm’s triumph, Matt Aylward, Managing Director, said: “We are thrilled to have been voted winners of these prestigious awards by so many industry experts.  It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a leading client management solution provider in the Swiss market”.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

See original article: