Wealth Dynamix Wins “XCelent Functionality Award” in New CRM Wealth Management Report
LONDON, August 5, 2021 / PRNewswire / – Wealth Dynamix, a global leader in customer lifecycle management (CLM) solutions, today announced its selection by global research and consulting firm Celent as the recipient of the XCelent Functionality Award. The price was revealed in Celent’s CRM Platforms: North America Wealth Management report, which analyzed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Vendor rankings assigned in the report were based on functionality, customer base, supported industries, technology, implementation, pricing, and support.
The judges awarded Wealth Dynamix’s WDX1 platform top rank for “Extent of Features” following an in-depth review of the platform’s capabilities, including an in-depth quiz and demonstration. WDX1 also ranked among the best for customer relationship management (CRM), administration and artificial intelligence (AI), collaboration, autonomous and mobile capabilities.
Commenting on the price, Celent analyst Awaad Aamir said, “The WDX1 solution is quite comprehensive in its customer and advisor service capabilities. The flow from data to actionable insight is a remarkable feature of the solution, especially the system’s ability to create a 360-degree view of the customer and their workflow management. capabilities. “
In 2020, WDX1 received the Global XCelent Award in Celent’s report on Wealth Management Client Integration Platforms.
WDX1 is Wealth Dynamix’s award-winning flagship Client Lifecycle Management (CLM) solution designed to support the complex requirements of wealth management companies from a single, unified platform. Its capabilities span the entire customer lifecycle, including customer acquisition, customer engagement, digital integration, regulatory compliance, relationship management and ongoing customer service.
Gary Linieres, CEO and Founder of Wealth Dynamix, said: “Being recognized by Celent at the XCelent Awards for the second time in two years recognizes our continued ability to deliver efficiency, actionable insights and compliance through cutting-edge technologies, including AI and the cloud. With ten years of experience and an entire company dedicated to the creation and delivery of CRM and CLM solutions specific to wealth management, we are very proud to have world-leading companies in the sector such as Crédit Agricole Indosuez Wealth Management, Rothschild & Co and Quilter Cheviot using WDX1. to deliver exceptional, customer-centric service. “
SOURCE Dynamix Wealth