Country for PR: United Kingdom
Contributor: PR Newswire Europe
Tuesday, February 04 2020 - 19:00
AsiaNet
Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers
LONDON, Feb. 4, 2020 /PRNewswire-AsiaNet/ --

Wealth Dynamix [https://www.wealth-dynamix.com/], a global leader in Client 
Lifecycle Management (CLM) solutions, is delighted to announce it has been 
recognised as a Business Applications ISV Connect Partner with Microsoft, in a 
move to accelerate innovation and value for its global customers and 
go-to-market (GTM) success for the company.

Already a Microsoft Gold partner, Wealth Dynamix is now a leading Business 
Application ISV Connect Partner offering a purpose-built solution for the 
wealth management industry. 

Becoming a Microsoft ISV Connect Partner unlocks exclusive technical, marketing 
and sales enablement resources for Wealth Dynamix globally, to enhance the 
development and promotion of cutting-edge Client Lifecycle Management 
[https://www.wealth-dynamix.com/client-lifecycle-management/] (CLM) solutions 
built on the Microsoft Dynamics 365 platform and enhanced by other Microsoft 
technologies such as Teams, LinkedIn and Azure AI services including Azure 
Machine Learning.

"The wealth management industry is witnessing the biggest generational transfer 
of wealth in history and a new wave of tech-savvy investors who expect a superb 
user experience. This is putting increasing pressure on wealth managers to find 
new clients, managing existing ones and meet compliance requirements more 
effectively," said Wealth Dynamix CEO, Gary Linieres 
[https://www.linkedin.com/in/gary-linieres-8114371/]. 

"Combine the power of Microsoft technology with the specific market expertise 
of Wealth Dynamix, and you have the perfect solution to address the regulatory 
and digital challenges of today's wealth management industry. With this latest 
step in our journey we will continue to leverage Microsoft's vast investment 
into areas like security, regulatory compliance, cloud and AI, which in turn, 
will cement our technical leadership and unlock a range of benefits to support 
GTM strategies in our target regions."

This extra ISV support will help Wealth Dynamix to redouble its global 
expansion efforts and deliver strategic digital transformation programs for 
even more of the world's top private banks, and wealth and asset management 
firms.

"Our new Business Applications ISV Connect Program brings together platform and 
program benefits created especially to support the success of these partners," 
said Patrice Amann [https://www.linkedin.com/in/patriceamann/], Financial 
Services Industry Lead, EMEA, Microsoft.

"The Wealth Dynamix solution enables wealth managers to better serve their 
clients by streamlining time-consuming administrative processes and driving 
advisor productivity, stronger compliance and business growth." 

WDX1 is the flagship, multi-award winning, digital CLM solution from Wealth 
Dynamix, designed to support the complex requirements of client acquisition, 
client engagement [https://www.wealth-dynamix.com/engage/], digital onboarding 
[https://www.wealth-dynamix.com/onboard/], regulatory compliance, relationship 
management [https://www.wealth-dynamix.com/manage/], client servicing and 
business intelligence from a single, unified platform.

Source: Wealth Dynamix
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