Functionality Award News Today

Guidewire PolicyCenter achieves top honours for Breadth of Functionality, and Customer Base and Support ... | April 5, 2023

Wealth Dynamix Wins XCelent Functionality Award in New Wealth Management CRM Report LONDON, Aug. 4, 2021 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celents CRM Platforms: North America Wealth Management report, which analysed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Ven...