Tags Wealth Dynamix

Tag: Wealth Dynamix

Third annual WealthTech100 list reveals the world’s most innovative WealthTech companies

As the WealthTech sector continues to grow at a rapid rate, FinTech Global has named the 100 most innovative companies in the space, as part of its third annual WealthTech100 list.

Three ways technology has proven essential for client management during Covid-19

The coronavirus crisis has made it near impossible to meet new clients face to face, which is why technology is playing an increasingly important role in the process of managing customer relationships.

Wealth Dynamix to help French private bank improve onboarding

Client lifecycle management solution Wealth Dynamix will help to digitise the onboarding functions of an unnamed French independent private bank, as part of a new partnership.

Wealth Dynamix level up its partnership with Microsoft to strengthen its...

Microsoft has recognised Wealth Dynamix, the WealthTech company, as its latest Business Applications ISV Connect partner.

Do you know which are the leading RegTech companies in each sector?

Find out in the Global RegTech Buyer's Guide for 2021

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Did you know the FCA requires 100% of calls to be recorded and captured

- even when working remotely

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