Banco Sabadell Miami and Wealth Dynamix have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals, the technology company said in a statement.
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
Banco Sabadell Miami centres its banking activity in two areas of specialization that encompass a wide offer of products and services: Private Banking and Corporate Banking and has used WDX1 from Wealth Dynamix already for five years to manage client lifecycle management for its HNW and UHNW clients in the US, the firm said.
“WDX1 is a secure, scalable, and fully digital Client Lifecycle Management (CLM) solution. It fully supports Banco Sabadell, Miami Branch’s goals by delivering a digital end to end experience for client engagement, client on-boarding and CRM that enhances the productivity of relationship managers as well as operations and compliance specialists,” according the statement.
Gary Linieres, CEO and Co-founder OF Wealth Dynamix said: “We are absolutely delighted that Banco Sabadell, Miami Branch have re-signed with Wealth Dynamix for a further five years after an original five-year contract with us. As such, we will be working for over a decade together. This underscores their commitment to Wealth Dynamix and further endorses the power of our WDX1 solution and its benefits within their business.”
Carlos Fernandez at Banco Sabadell, Miami Branch said: “We have been working with Wealth Dynamix for the last five years and they have proven to be an effective partner for the Bank. The integration of WDX1 facilitates our delivery of adaptable and personalised experiences for our clients reflecting their individual requirements and investment strategies. We look forward to our continued working relationship with Wealth Dynamix”.