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Wealth Dynamix Achieves Coveted Microsoft ‘Gold Partnership’ Status and wins Best CRM Solution 2015

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27 July 2015

Wealth Dynamix’s (WDX) award-winning Microsoft Dynamics based Customer Relationship Management (CRM) platform has been awarded the coveted Microsoft ‘Gold Partnership’ status and voted the best UK CRM system 2015 by Goodacre at the System in the City awards 2015. 

WDX is the only CRM Gold Partner designed specifically for wealth management in the UK and one of only a dozen or so dedicated to the financial services market. Microsoft Gold Partner status requires that a firm evidences a lengthy and detailed list of Microsoft technical capabilities, achieves a minimum revenue requirement, as well as ten optimal scoring customer satisfaction surveys and five key client references. It demonstrates a company’s excellence in the planning, implementation and optimisation of Microsoft’s advanced Dynamics CRM software platform and consolidates a closer working relationship with Microsoft.

This provides for continual support of WDX’s services through specialist training, access to advanced technical enhancements and systems cost savings that will benefit WDX’s client base.Wealth Dynamix’s CEO, Gary Linieres, says: “WDX’s Gold Partner status demonstrates the exceptional experience and technology know-how that our CRM specialists bring to the wealth sector. He continued, “Given the evolving nature of today’s wealth client and the strong desire for rapid growth and automation, investment in CRM technology and optimal digital proficiency is now paramount for UK wealth business to safeguard Client business and retain competitive advantage.”

Further to this, at the Goodacre System in the City Awards 2015 which took place at the beginning of July, WDX was awarded for Best CRM Solution by Mary Nightingale of ITV News. This award is thanks to their dedicated staff team and their hard work and effort to the WDX solution, making it the best in the industry. Already a large number of the top wealth managers are taking advantage of their solution and are reaping the benefits.WDX is delighted to have received this award and are extremely proud of the success of the company so far. 

Stephen Pinner, Goodacre UK’s MD commented: “IT is now a vital component to the regulated financial industry. The companies and individuals responsible for the provision of these services rarely get the credit they deserve for supporting one of the most important sectors of the economy. These suppliers work incredibly hard to maintain the quality of their services and are very much the unsung heroes of the investment business. These Awards recognise their efforts, ingenuity and innovation”.

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