We're #hiring a new Senior Machine Learning Scientist - Fintech - Remote in United Kingdom. Apply today or share this post with your network.
Wealth Dynamix
Financial Services
London, Shoreditch 9,988 followers
CRM, CLM & Onboarding solutions for private banks & wealth management firms
About us
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation. We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business. Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
- Website
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https://www.wealth-dynamix.com
External link for Wealth Dynamix
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London, Shoreditch
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Client Acquisition, Digital Onboarding, CRM, Business Intelligence, Digital Engagement, Wealth Management, Investment Management, Private Banking, Client Management, Compliance, RegTech, Onboarding, Private Banking, Client Lifecycle Management, CLM, WealthTech, Client Service, Digital Transformation, and Client Acquisition
Locations
Employees at Wealth Dynamix
Updates
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Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! 👨💻 Role: Senior Technical Project Manager 📍 Location: London - Hybrid 📅 Start Date: January 2025 Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self-starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market-leading Client Lifecycle Managing solution to the Wealth Management industry, apply now! https://lnkd.in/eXjArnVw #FinTech #WealthTech #Careers
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We're #hiring a new Senior Technical Project Manager - Fintech in London Area, United Kingdom. Apply today or share this post with your network.
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We're #hiring a new Senior Machine Learning Scientist - Fintech - Remote in United Kingdom. Apply today or share this post with your network.
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Senior Machine Learning Data Scientist wanted! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! 👨💻 Role: Senior Machine Learning Data Scientist 📍 Location: London - Remote 📅 Start Date: Dec / Jan 2025 We are looking for an analytical self-starter with experience in software delivery. If you are passionate about data science and digital transformation and keen to learn about delivering the market-leading Client Lifecycle Managing solution to the Wealth Management industry, apply now! https://lnkd.in/dAP9avvQ #Hiring #FinTech #WealthTech #Careers
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We're #hiring a new Senior Machine Learning Data Scientist - Fintech - Remote in United Kingdom. Apply today or share this post with your network.
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Welcome to our latest newsletter! This issue explores how AI, cloud adoption, and strategic WealthTech investments are transforming the industry. From streamlining operations, boosting client experiences, navigating cybersecurity risks, and unlocking AUM growth, our curated insights and reports provide the tools you need to stay ahead. #WealthTech #WealthManagement #FinTech #CLM #CRM
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We're #hiring a new Product Owner - Fintech in Paris, Île-de-France. Apply today or share this post with your network.
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We are thrilled to announce that Wealth Dynamix has been recognised as the Best CRM provider at this year’s prestigious WealthBriefing MENA Awards for Excellence🏆🎉 This honour further solidifies our position as the leading provider of the best CRM solution in the wealth management industry - a foundational part of our comprehensive Client Lifecycle Management (CLM) offering. Thank you to WealthBriefing MENA for this incredible recognition and congratulations to all the winners who drive excellence in the industry! #WealthManagement #CRM #Award #Innovation
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Are you hesitant about cloud migration? 🌩️ Don't let security concerns hold you back! In our latest article Robert Roome, Chief Strategy Officer at Wealth Dynamix & Nadir M, Senior Management Consultant at Synpulse explore the benefits of cloud technology for wealth management firms, including: 🔐 Enhanced security: learn how tokenisation and encryption protect your sensitive data 🚀 Improved efficiency: streamline operations and boost productivity 🤖 Data-driven insights: leverage AI and advanced analytics Find out more: https://lnkd.in/dA-NvtGX #CloudMigration #Cloud #WealthManagement #FinTech #DataPrivacy #Tokenisation #AI
Cloud adoption in wealth management: Overcoming challenges and securing the future
https://wealth-dynamix.com