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Wealth Dynamix

Financial Services

Specialities :
Client acquisition
Digital onboarding
Crm
Business intelligence
Digital engagement

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Wealth Dynamix

What does Wealth dynamix do?+

We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation. We work...

What are Wealth dynamix's specialties? +

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

What is Wealth dynamix's industry? +

Wealth dynamix operates in the Financial services industry.

What is Wealth dynamix's revenue? +

Wealth dynamix's revenue is 11m - 100m

What is Wealth dynamix's company size? +

Wealth dynamix has 51 - 200 employees.

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