Wealth Dynamix

United Kingdom · 150 Employees
Do you have 360-degree visibility of your clients' goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective? Wealth Dynamix provides multi-award winning, fully integrated, end-to-end digital Client Lifecycle management (CLM) solutions that address the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks. Wealth Dynamix has revolutionised client lifecycle management and is at the forefront of innovation. Our ground-breaking application of data modelling, predictive analytics and sentiment analysis is providing wealth managers with the rich and insightful client data required to ensure that clients are being serviced quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best actions. Powered by cognitive services and powerful analytics to separate the signals from the noise, our solution generates deep, actionable insights based on the aspirations, preferences and sentiments of clients. These insights are accessible at every stage of the process – from initial engagement through to onboarding and ongoing relationship management – in a simplified form that enables relationship managers to recommend the right products, at the right time. Established in 2012 and headquartered in London (UK), Wealth Dynamix operates globally and has offices in New York, Geneva, Zurich, Paris, Vilnius and Singapore. Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management branch of the Credit Agricole group. No other company has the breadth and depth of CLM experience to meet the specific requirements of international wealth management firms and their clients.

概述

国家 United Kingdom
成立时间 2012
总部 141 145 curtain rd, london, greater london, united kingdom
电话号码 +44 20 3725 7549
网站 http://www.wealth-dynamix.com
LinkedIn http://www.linkedin.com/company/wealth-dynamix
Twitter https://twitter.com/Wealth_Dynamix
Facebook https://facebook.com/WealthDynamix/
员工数 150
行业 financial services,
简介 Wealth Dynamix provides award winning end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to many of the world's most respected private banks and wealth management firms.

技术

AddThis

Social Sharing

Atlassian Cloud

CMS

BambooHR

Recruitment

CloudFlare Hosting

Hosting

Google Analytics

Analytics and Tracking

Google Font API

Fonts

Google Tag Manager

Tag Management

Hubspot

Marketing Automation

LeadForensics

Lead Generation Software

Linkedin Marketing Solutions

Advertising Networks

Mimecast

Email Providers

Mobile Friendly

Other

Outlook

Email Providers

Remote

Other

WordPress.org

CMS

YouTube

Online Video Platforms

Zendesk

Support and Feedback

常见问题

Wealth Dynamix 在哪里?

Wealth Dynamix 的总部位于 141 145 curtain rd, london, greater london, united kingdom

Wealth Dynamix 的电话号码是多少?

Wealth Dynamix 的电话号码是 +44 20 3725 7549

Wealth Dynamix 的官方网站是什么?

Wealth Dynamix 的公司官方网站是 http://www.wealth-dynamix.com

Wealth Dynamix 是做什么的?

Wealth Dynamix provides award winning end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to many of the world's most respected private banks and wealth management firms.

Wealth Dynamix 的业务有哪些?

client acquisition,digital onboarding,crm,business intelligence,digital engagement,wealth management,investment management,private banking,client management,compliance,regtech,onboarding,client lifecycle management,clm,wealthtech,client service,digital transformation

Wealth Dynamix 的年收入是多少?

Wealth Dynamix 的收入是 18200000美元

Wealth Dynamix 有多少员工?

Wealth Dynamix 有 150 名员工

Wealth Dynamix 属于哪个行业?

Wealth Dynamix 从事以下行业: financial services

Wealth Dynamix 使用什么技术?

Wealth Dynamix 使用的一些流行技术包括: AddThis,Atlassian Cloud,BambooHR,CloudFlare Hosting,Google Analytics,Google Font API,Google Tag Manager,Hubspot,LeadForensics,Linkedin Marketing Solutions,Mimecast,Mobile Friendly,Outlook,Remote,WordPress.org,YouTube,Zendesk

如何联系 Wealth Dynamix?

Wealth Dynamix 联系信息: 电话号码:+44 20 3725 7549, 网站:http://www.wealth-dynamix.com, 邮箱:chr***@***.com

Wealth Dynamix 的社交媒体链接是什么?

Wealth Dynamix 领英:http://www.linkedin.com/company/wealth-dynamix,fackbook:https://facebook.com/WealthDynamix/,twitte:https://twitter.com/Wealth_Dynamix

Wealth Dynamix 是一家上市公司吗?

不是

Wealth Dynamix 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Wealth Dynamix?

Wealth Dynamix 有 0 家投资者,包括 。

管理层

Christopher Orsborn

Senior Project / Delivery Manager

Benjamin Labrousse

Manager Pre-Sales EMEA at Wealth Dynamix | FinTech | Wealth Management

David Backx

Director of Pre-Sales and Implementations

Will Grace

Technical Support Manager

员工

Shipra Anand

Software Developer

Milo Welch

Junior Functional Consultant

Robert Roome

Chief Strategy Officer

Joanne Donoghue

Chief Marketing Officer

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