at Financial Technnology Year
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WDX1 from Wealth Dynamix
Comprehensive client lifecycle management platform, optimized for mobile and hybrid meetings, call scheduling, meeting notes, KYC processes, and secure content sharing to enhance client engagement in fund management.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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