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Wealth Dynamix now available on Temenos Exchange

By Gloria Methri

February 02, 2024

  • Asset Management
  • Client Lifecycle Management
  • Client Onboarding

Temenos, wealth management, investment management, Fintech news, Wealth Dynamix, Client Lifecycle Management, UK, EuropeWealth Dynamix, a provider of Client Lifecycle Management solutions, is available on Temenos Exchange, the partner ecosystem of integrated FinTech solutions.

The Wealth Dynamix solution enables firms to support the full end-to-end client lifecycle, helping deliver more proactive, efficient, and engaging prospecting, onboarding, and relationship management.

Integration with the Temenos Suite enables a seamless and omnichannel approach across digital engagement to clients, end-to-end client and investment management and a joined-up approach to operations across the front, middle and back offices.

Temenos Exchange brings innovation to market faster, and at scale. The ecosystem offers pre-integrated and approved FinTech solutions that can be easily deployed on top of Temenos’ open platform for composable banking, enabling banks to accelerate the creation of new financial services, while reducing the costs of development.

Martin Bailey, Director of Innovation and Ecosystems, Temenos, said, “Temenos Exchange acts as an accelerator for FinTechs and software developers, helping them develop, validate and monetize 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.”

Gary Linieres, CEO at Wealth Dynamix 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 solution, 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. We look forward to leveraging the power of the Temenos platform to help us achieve our business goals.”

Wealth Dynamix works with wealth management firms and private banks to help create a seamless set of CLM capabilities, delivering our solutions across the whole CLM spectrum, or focusing on specific areas such as client onboarding and working with a firm’s existing architecture.

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