Client lifecycle management (CLM) solutions provider Wealth Dynamix has announced its availability on Temenos Exchange, a partner ecosystem of integrated fintech solutions.
Based in the UK, Wealth Dynamix offers customer relationship management (CRM), onboarding, and CLM solutions.
The firm’s solution allows businesses to support the full end-to-end client lifecycle. By utilising Wealth Dynamix’s platform, firms can enhance their prospecting, onboarding, and relationship management processes, ensuring greater efficiency and engagement while maintaining full compliance with regulatory requirements.
By integrating with the Temenos Suite, Wealth Dynamix will provide customers with a seamless, omni-channel approach to digital engagement, encompassing end-to-end client and investment management. Additionally, it will streamline operations by connecting the front, middle, and back office.
Wealth Dynamix CEO Gary Linieres said: “Having already worked together on several joint clients, the formalisation of this strategic partnership provides for Wealth Management & Private Banking firms a full end-to-end solutions, covering the full lifecycle from the initial prospect, through to ongoing client relationship management.
“Wealth Dynamix availability on Temenos Exchange further extends our commitment to the banking community and enables Temenos customers to easily reap the benefits of Wealth Dynamix.”
Through the combination, both parties aim to offer solutions that will deliver a fully joined-up experience for clients and staff from early prospecting to on-going relationship management.
Temenos Exchange offers pre-integrated and approved fintech solutions that can be easily implemented on top of Temenos open platform for composable banking.
This will empower banks to expedite the generation of new financial services along with lowering development costs.
Temenos innovation and ecosystems director Martin Bailey said: “Temenos Exchange acts as an accelerator for fintechs and software developers, helping them develop, validate and monetise new banking solutions.
“The integration with Temenos and joining Temenos Exchange means Wealth Dynamix can write once and be readily available to the thousands of banks globally that run on our platform.”
