Wealth Dynamix appoints new Chief Strategy Officer to support the company’s acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector.
Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms. These span all stages of the client lifecycle from engaging with prospects, through onboarding and managing of clients via a 360-degree, consolidated view of all client data, activity and actions. The platform is designed to boost operating efficiencies […]
