Wealth Dynamix[http://www.wealth-dynamix.com/], a leading global provider of 
Client Lifecycle Management (CLM) solutions, has been awarded the Best CLM 
Solution trophy in the 5th Annual Asian Private Banker Technology Awards.

WDX1[https://www.wealth-dynamix.com/client-lifecycle-management/], the firm's 
flagship, multi-award winning digital CLM solution, is purpose-built to support 
the complex requirements of wealth and asset management companies from within a 
single unified platform. Its capabilities span the entire client lifecycle, 
including client acquisition, client engagement, digital onboarding, regulatory 
compliance, relationship management, and ongoing client servicing. WDX1 
consolidates the multitude of systems and processes that are utilised 
throughout the lifecycle, offering access via a single login interface that 
saves vast amounts of time and greatly facilitates client management.

Commenting on the reasons why Wealth Dynamix excelled in the hotly-contested 
CLM category, Asian Private Banker Editor Sebastian 
Enberg[https://www.linkedin.com/in/sebastian-enberg/] said: "Wealth Dynamix 
flips the script for client lifecycle management. Rather than alerting bankers 
on what needs to be done, it encourages and enables bankers to consider what 
needs to be achieved. That's important because CLM is about opening new 
opportunities, not merely defending existing business. To achieve this, Wealth 
Dynamix has designed a digital solution that is as nuanced as it is effective 
across all facets and stages of the client-bank relationship."

"But it would be unfair to say Wealth Dynamix's WDX1 is a sum of its parts," 
Enberg continued. "What impresses us most is how carefully considered each of 
the functionalities are, whether specific to prospect discovery and management, 
parallel process onboarding, client meetings, or even former client 
re-engagement. WDX1, in our view, doesn't just integrate but rather harmonises 
with banks' existing architecture, and that is the key difference."

The Asian Private Banker Technology Awards 
[https://asianprivatebanker.com/awards/technology-awards-2019/] are among the 
most respected in the industry, due to the detailed benchmarking analysis 
conducted during the judging process. Nominees must provide an in-depth review 
of company performance, as well as comprehensive demos and live pitches.

Dominic Gamble [https://www.linkedin.com/in/dominicgamble1/], Head of Asia 
Pacific at Wealth Dynamix, said: "This award is especially rewarding because it 
recognises that our unique approach to CLM has created a solution that is 
second to none. Our mission was to address client management from the very 
start of the engagement process, beginning long before onboarding, and 
extending way beyond it. Our technology has transformed the way wealth and 
asset managers undertake daily tasks, taking the time and distractions of 
laborious administration away from the servicing clients and refocusing the 
user's activities on growing relationships and portfolios which adds greatest 
value for both the client and the firm. Our holistic approach has resulted in a 
robust suite of capabilities that enrich every stage of the process, and this 
has been independently validated throughout the intricate evaluation and 
judging process." 

This award comes 12 months after Wealth Dynamix won the Asian Private Banker 
Award 2018 for Best Integrated Front Office Solution, in partnership with 
Microsoft. In 2019 alone Wealth Dynamix collected ten further accolades in the 
USA, Europe and Asia, awarded by WealthBriefing, WealthTech100, Goodacre 
Systems in the City, Wealth Adviser, Private Banker International and Asian 
Private Banker.

SOURCE: Wealth Dynamix