CH & Co. Taps Wealth Dynamix for Client Lifecycle Management

Chappuis Halder & Co.(CH&Co.), an international management consulting firm dedicated to financial services, has signed a collaboration agreement with Client Lifecycle Management (CLM) solutions provider Wealth Dynamix.

As the rising of customer expectations and regulation pressures, CLM has become a strategic priority for wealth managers which put more emphasis on KYC/AML compliance.

The alliance will make efforts to deliver enterprise-scale digital transformation and change management projects that have CLM as a core requirement.

Prior to this, the two companies have worked together since 2018 to offer a combined consulting plus technology offering.

​Antony Bream, Managing Director – EMEA and Americas at Wealth Dynamix, commented:“The private wealth sector has come to realise that reliance on inflexible legacy technology platforms and manual processing is a risk to business continuity. COVID-19 has become the catalyst for the kind of change management and digital transformation projects that CH&Co. excels at. Wealth Dynamix is delighted to be working with their team to provide the bedrock of broad CLM capabilities that those projects invariably depend upon.”

Olivier Garcia, Managing Partner at Chappuis Halder & Co., said: “We work very closely with our private wealth customers to bridge the gap between business pain points, process transformation and technology solutions. To support a successful digital transformation, technology solutions need to be mature and agile enough to satisfy customer requirements, both now and in the future. We already work with Wealth Dynamix on large customer deployments of WDX1. We are confident that their modular and data-centric approach to CLM is incredibly helpful for customers looking to streamline regulatory compliance processes, remove manual administration from CLM tasks, and achieve a step change in client service.”