Company Overview
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries, that addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks.
CLMi is an end-to-end client lifecycle management platform that incorporates intelligent workflows and automated alerts that help you prioritize daily tasks. You will never miss an action, processes are shortened and duplication is eliminated, and with CLMi tracking the status of every client’s account in real time, you can address client issues as soon as they arise.
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