List of Wealth Dynamix Customers
London, EC2A 3BX,
United Kingdom
Since 2010, our global team of researchers has been studying Wealth Dynamix customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wealth Dynamix for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wealth Dynamix for CRM include: Indosuez Wealth Management, a France based Banking and Financial Services organisation with 3060 employees and revenues of $1.50 billion, Brooks Macdonald, a United Kingdom based Banking and Financial Services organisation with 485 employees and revenues of $161.0 million, UBS Taiwan, a Taiwan based Banking and Financial Services organisation with 250 employees and revenues of $50.0 million, United Overseas Bank Taipei Branch Singapore, a Taiwan based Banking and Financial Services organisation with 40 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Wealth Dynamix, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Wealth Dynamix customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Brooks Macdonald | Banking and Financial Services | 485 | $161M | United Kingdom | Wealth Dynamix | Wealth Dynamix | CRM | 2015 | n/a |
In 2015, Brooks Macdonald implemented Wealth Dynamix CRM as a front-office client relationship platform to support its wealth management business. The implementation focused on embedding Wealth Dynamix CRM into client servicing and adviser workflows with an accompanying online portal for clients and advisers to support advisory and account servicing processes.
Configuration and automation work included data migration and data integrity projects, with a Tricentis process automation solution using Tosca to automate extract, transform and load sequences into the IBM iSeries back-office by mimicking user keystrokes on mainframe screens. Test automation and regression cycles were executed using Tosca, SQL Server and PowerShell, and the engagement included automation sprint management and hands-on execution of data migration validation.
Integrations and operational coverage extended beyond the CRM to back-office and market infrastructure components, with testing and coordination involving investment managers, client administrators, fees processing, stock reconciliation and other back-office functional areas. The program also managed CREST-related changes with Figaro and coordinated Microsoft Dynamics (WDX) changes and Figaro patch release testing alongside Wealth Dynamix CRM activities.
Governance and rollout activity included managing the user acceptance test phase for the MiFID II program, coordinating business acceptance testing across multiple specialist teams, and enforcing structured automation and regression test cycles. Delivery responsibilities included single-handed execution of data migration tasks and leading cross-functional UAT coordination to align business acceptance with technical verification.
|
 |
Indosuez Wealth Management | Banking and Financial Services | 3060 | $1.5B | France | Wealth Dynamix | Wealth Dynamix | CRM | 2019 | n/a |
In 2019, Indosuez Wealth Management began a strategic collaboration with Wealth Dynamix to implement Wealth Dynamix CRM across its private banking operations, including coordination with its subsidiary Azqore. The initial engagement established a programmatic focus on unifying client lifecycle processes and relationship management across front office and operational teams.
Press material and partnership announcements describe the use of the Wealth Dynamix CLM module and WDX1 integration patterns with Azqore S2i. Implementation work centered on client lifecycle management, relationship management, and data consolidation to support end to end client workflows and to align front office CRM records with operational processes.
Integration work extended in 2020 to combine Wealth Dynamix CLM with Azqore S2i core banking, creating a front to back architecture that links CRM client profiles with core account and transaction data across Europe. The integration scope covered Indosuez and Azqore operations in European markets and emphasized connectivity between the CRM layer and the S2i core banking platform.
The close corporate relationship, including Indosuez acquiring a majority stake in Wealth Dynamix, supported coordinated governance and extended integration efforts announced in 2020. Public statements state the combined solution was intended to deliver front to back capabilities across Europe, reflecting a joint operational and technical program between Indosuez and Azqore.
|
 |
UBS Taiwan | Banking and Financial Services | 250 | $50M | Taiwan | Wealth Dynamix | Wealth Dynamix | CRM | 2021 | n/a |
In 2021, UBS Taiwan implemented Wealth Dynamix as its CRM to provide client lifecycle management and CRM capabilities for onboarding, KYC screening and ongoing relationship management. The deployment targeted UBS Taiwan operations across the region and focused on standardizing client onboarding and KYC workflows within private banking and wealth management business functions.
Module usage, inferred from Wealth Dynamix product literature, includes WDX1 and CLMi to enable configurable CLM workflows, centralized client profiles, onboarding orchestration, screening orchestration and relationship management automation. Functional capabilities implemented emphasize client data consolidation, workflow automation for onboarding and KYC, task management for relationship teams and compliance-oriented recordkeeping consistent with CRM functional terminology.
Governance and rollout concentrated on process standardization across compliance, operations and relationship management groups, with role based access controls and workflow approval gates to support auditability and exception handling. Wealth Dynamix CRM was configured to align client lifecycle workflows with the bank s regulatory screening needs and to support ongoing relationship servicing by compliance, operations and frontline advisory teams.
|
 |
|
Banking and Financial Services | 40 | $2M | Taiwan | Wealth Dynamix | Wealth Dynamix | CRM | 2019 | n/a |
|
Buyer Intent: Companies Evaluating Wealth Dynamix
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||