Tag: client lifecycle management

Wealth Dynamix, a leading provider ‌of Client Lifecycle Management‌ (CLM) solutions, has recently announced its availability on the Temenos⁤ Exchange platform. ⁤The integration of Wealth Dynamix’s ‌CLM capabilities with the Temenos Infinity ⁤Wealth platform will enable financial institutions to⁤ streamline their client onboarding and servicing processes, delivering a superior experience​ to ‌their customers. With the…