电子邮件 | dav***@***.com | 获取Email |
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电子邮件 | dav***@***.com | 获取Email |
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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.
公司 | Wealth Dynamix |
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职位 | Director of Pre-Sales and Implementations |
地点 | Switzerland |
http://www.linkedin.com/in/david-backx-2b870159 | |
部门 | master_sales |
头衔 | Director of Pre-Sales & Implementations at Wealth Dynamix |
Wealth Dynamix Director of Pre-Sales and Implementations
2021-08-01 -
Wealth Dynamix Head of Continental Europe
2019-06-01 - 2021-08-01
Wealth Dynamix Director of Operations, Canada
2018-09-01 - 2019-06-01
RBS Senior Business Analyst
2013-06-01 - 2015-04-01
RBS Junior Business Analyst
2012-12-01 - 2013-05-01
David Backx 在 Wealth Dynamix 担任 Director of Pre-Sales & Implementations at Wealth Dynamix
David Backx 在 Wealth Dynamix 的职位是 Director of Pre-Sales & Implementations at Wealth Dynamix
David Backx 的电子邮件地址是 dav***@***.com
David Backx 的电话号码是 -
David Backx 的公司电话号码是 +442****
David Backx 在 financial services 工作。
David Backx 的一些同事包括Christopher Orsborn、Yarn Boh、Benjamin Labrousse、David BackxLuca Bellanca、。
David Backx联系方式: 电子邮件地址:dav***@***.com 电话号码:-
David Backx 的个人领英是:http://www.linkedin.com/in/david-backx-2b870159
David Backx 的办公地点:141 145 curtain rd, london, greater london, united kingdom
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