Technology
Digital Digest: The Latest Tech News – Wealth Dynamix, Banco Sabadell
The latest technology news in the wealth management sector from around the world.
Wealth
Dynamix, the UK-based firm focused on client lifecycle
management solutions, has extended its relationship with Banco
Sabadell, Miami, for a further five years.
Banco Sabadell, Miami branch, centres its banking activity in two
areas: Private banking and corporate banking. It has already used
WDX1 from Wealth Dynamix for five years to run lifecycle
management for clients in the US.
WDX, founded in 2012, provides account processing and client
services from prospecting, to onboarding and ongoing management.
It has offices and clients in Switzerland, France, and
Singapore. In June the firm launched its first CLM
benefit calculator for wealth managers. In May it teamed up
with Swiss firm Unblu, a platform specialising in the way in
which clients and financial service providers can engage.