LONDON, Feb. 4 :-Wealth Dynamix, a worldwide pioneer in Client Lifecycle Management (CLM) solutions, has been acknowledged as a Business Applications ISV Connect Partner with Microsoft, in an endeavour to expedite novelty and worth for its worldwide clients and go-to-market (GTM) success for the company.
Already a Microsoft Gold collaborator, Wealth Dynamix is presently a top Business Application ISV Connect Partner offering a purpose-built solution for the wealth management industry.
Becoming a Microsoft ISV Connect Partner unlocks unique technical, marketing and sales enablement resources for Wealth Dynamix worldwide, to improve the advancement and promotion of sophisticated Client Lifecycle Management (CLM) solutions built on the Microsoft Dynamics 365 platform and improved by other Microsoft technologies for example 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," observed Wealth Dynamix CEO, Gary Linieres.
"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 additional ISV support will assist Wealth Dynamix to redouble its worldwide growth endeavors and deliver tactical digital transformation programs for even more of the globe's leading private banks, and wealth and asset management companies.
"Our new Business Applications ISV Connect Program brings together platform and program benefits created especially to support the success of these partners," observed Patrice Amann, 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 key, multi-award winning, digital CLM solution from Wealth Dynamix, designed to sustain the complicated necessities of customer acquisition, customer engagement, digital onboarding, regulatory compliance, relationship management, customer servicing and business intelligence from a single, unified platform.
By ANJISHNU BISWAS
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