Wealth Dynamix, a provider of unified, digital-first Client Lifecycle Management (CLM) solutions, stated that Picard Angst MEA, an independent financial services provider that focuses on structured assets, has chosen its CLM platform, CLMi, to speed up client onboarding and improve company productivity.
Founded in 2014 in the Dubai International Financial Centre (DIFC), Picard Angst MEA Limited serves institutional investors throughout the region. Picard Angst MEA wants to use Wealth Dynamix’s CLM solution in order to:
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- Expedite client onboarding: Wealth Dynamix’s automated procedures and digital forms will drastically reduce onboarding times, allowing Picard Angst MEA to take on new clients more quickly and efficiently.
- Enhance compliance: CLMi’s comprehensive compliance engine assures compliance with regional requirements, reducing risk and providing a seamless onboarding process.
- Boost adviser productivity: Wealth managers will be able to focus on developing useful client connections by removing the manual procedures involved with onboarding.
Wealth Dynamix CEO Gary Linieres stated: “We are delighted to welcome Picard Angst as a client. Their commitment to exceptional client service aligns perfectly with our vision. We are confident that CLMi will empower them to achieve their onboarding goals and support their continued growth in the Middle East.”
Michelle Muldoon, COO at Picard Angst added: “After searching for a CLM solution that enables us to bring best in practice onboarding processes and procedures, Wealth Dynamix CLMi was the obvious choice. The system accommodates all our needs and requirements to smoothly onboard our clients in a timely manner, making our internal process efficient not only for ourselves but also for our clients.”
Picard Angst MEA Limited is an independent financial services business founded in 2014. Established in 2003 in Switzerland, they create and manage their own investment funds as well as take individual asset management mandates. Picard Angst’s long-standing reputation may be attributed to a unique blend of traditional virtues like independence and dependability, as well as Swiss characteristics like competence and creativity.
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