Wealth and Asset Management
Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business
Groupe Premium has chosen Wealth Dynamix to support its ambitious growth strategy. The Group will deploy CLMi, Wealth Dynamix’s SaaS CRM & Onboarding solution, enhanced by Flanks, an advanced platform for aggregating, enriching and reporting wealth data, in order to develop its activities while offering its clients exceptional and personalised…
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