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Wealth Dynamix Teams Up with Leading Management Consultant Synpulse to Expand Global Reach


North America/EMEA - Wealth Dynamix, a global leader in client life cycle management (CLM) solutions, today announced a new partnership agreement with Synpulse which will help scale up the global deployment of Wealth Dynamix's industry-leading WDX1 solution to the world’s biggest private banks, wealth, and asset management firms. 

Synpulse is a globally recognized management consultancy with over 20 years of experience in the banking industry. Focused on regulatory & compliance, digital banking and operational excellence, it supports clients across the entire value chain, from strategic development to technical implementation.

Synpulse will remain vendor-agnostic and work with its wealth and asset management clients, where appropriate, to deliver added value by deploying WDX1.

WDX1 is the flagship, multi-award winning, digital CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform built on highly scalable, world-class Microsoft architecture. Its capabilities span the entire client life cycle, including: client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing, and business intelligence.

«We’re delighted with this latest partnership agreement. Collaborating with industry-leading players like Synpulse is a key part of our scale-up program to get our industry leading capabilities in the hands of more wealth and asset managers around the world. They can depend on us now and in the future as they grow, » said Wealth Dynamix MD – UK and Americas, Antony Bream. «Unlike many of the fragmented offerings on the market, the beauty of WDX1 is that it’s a holistic platform, offering a unified user journey and enhanced customer experience. With WDX1 you spend less time on manual admin tasks and more time winning business, developing client relationships, and driving growth.»

The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Geneva.

«We’re always looking for technology partners that can add true value for our clients at a time of increased competition and unsure markets — and that’s what led us to Wealth Dynamix, » said Synpulse Head of UK, Thomas Schaffner. «Both Synpulse and Wealth Dynamix agree that client life cycle management solutions are an increasingly important tool to help wealth and asset managers improve CIO ratios, enhance the customer experience, and drive advisor productivity through more user-friendly products.»

For more information about this announcement, please contact Lucy Heavens, Head of Marketing, Wealth Dynamix, at, or Damon Gatison, Associate Partner, Synpulse USA, at


About Wealth Dynamix
Wealth Dynamix provides market leading client lifecycle management (CLM) solutions to the world’s top private banks, wealth and asset management firms. It’s multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence. For more information visit


About Synpulse
Synpulse is an internationally established management consulting company and a valued partner to many of the world’s largest financial services companies. Since its formation in 1996, Synpulse has supported banks and insurance companies along the entire value chain, from the development of strategies and their operational realization through to technical implementation and handover. Synpulse stands out thanks to its profound industry know-how as well as the passion and commitment of its more than 450 employees. Synpulse’s presence includes offices in New York, Zurich, Geneva, Dusseldorf, Frankfurt, Ulm, Bratislava, Vienna, London, Singapore, Hong Kong, Manila, and Sydney. For more information about Synpulse, visit

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