Further five years

Banco Sabadell Miami Extends Partnership with Wealth Dynamix


Captura de Pantalla 2022-07-14 a la(s) 14

Autor: Marcelo Soba

  1. 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
  2. "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.