电子邮件 | chr***@***.com | 获取Email |
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电子邮件 | chr***@***.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 | Senior Project / Delivery Manager |
地点 | United Kingdom |
http://www.linkedin.com/in/chris-orsborn | |
部门 | master_information_technology |
头衔 | Senior Project / Delivery Manager |
Wealth Dynamix Senior Project / Delivery Manager
2022-08-01 -
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Christopher Orsborn 在 Wealth Dynamix 担任 Senior Project / Delivery Manager
Christopher Orsborn 在 Wealth Dynamix 的职位是 Senior Project / Delivery Manager
Christopher Orsborn 的电子邮件地址是 chr***@***.com
Christopher Orsborn 的电话号码是 -
Christopher Orsborn 的公司电话号码是 +442****
Christopher Orsborn 在 financial services 工作。
Christopher Orsborn 的一些同事包括Christopher Orsborn、Yarn Boh、Benjamin Labrousse、David BackxLuca Bellanca、。
Christopher Orsborn联系方式: 电子邮件地址:chr***@***.com 电话号码:-
Christopher Orsborn 的个人领英是:http://www.linkedin.com/in/chris-orsborn
Christopher Orsborn 的办公地点:141 145 curtain rd, london, greater london, united kingdom
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