WEALTH DYNAMIX
B13
Informations
- Site web
- https://wealth-dynamix.com/fr/
- Titre
- Wealth management expertise for advisers, CGP and family offices
- Description
- A turnkey digital solution covering the entire customer lifecycle: from prospecting and policy take-out through to after-sales operations and day-to-day monitoring. Designed specifically for wealth management professionals.
- Raison social
- Wealth Dynamix
- Numéro RCS
- 892 992 892 RCS Paris
- Lien vers votre politique de confidentialité
- https://wealth-dynamix.com/fr/politique-de-confidentialite/
Organise
Gaining efficiency: how Wealth Dynamix and its partner ecosystem automate the entire customer lifecycle and distribution to free up time for wealth management advisors
Conseils de pro
Services company and technical service provider
09/30/2026
|
16:15 - 17:00
|
Rhône 1