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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

List of Wealth Dynamix Customers

Wealth Dynamics
Location
141-145 Curtain Road,
London, EC2A 3BX,
United Kingdom
Website
https://www.wealth-dynamix.com/
Phone
44 20 3725-7549
Artw industry
Professional Services
Employee
10
Revenue
$15M

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!

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Banking and Financial Services 40 $2M Taiwan Wealth Dynamix Legacy Wealth Dynamix CRM 2019 n/a
Banking and Financial Services 250 $50M Taiwan Wealth Dynamix Legacy Wealth Dynamix CRM 2021 n/a
Banking and Financial Services 485 $161M United Kingdom Wealth Dynamix Legacy Wealth Dynamix CRM 2015 n/a
Banking and Financial Services 3060 $1.5B France Wealth Dynamix Legacy Wealth Dynamix CRM 2019 n/a
Showing 1 to 4 of 4 entries

Buyer Intent: Companies Evaluating Wealth Dynamix

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Wealth Dynamix. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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