{"id":39978,"date":"2021-08-04T17:52:00","date_gmt":"2021-08-04T10:52:00","guid":{"rendered":"https:\/\/www.xinwengao.com\/cn\/pr\/2021080417520039978"},"modified":"2021-08-04T21:37:27","modified_gmt":"2021-08-04T13:37:27","slug":"wealth-dynamix%e8%8d%a3%e8%8e%b7%e5%8a%9f%e8%83%bd%e5%a4%a7%e5%a5%96","status":"publish","type":"post","link":"https:\/\/www.xinwengao.com\/cn\/pr\/2021080417520039978","title":{"rendered":"Wealth Dynamix\u8363\u83b7\u529f\u80fd\u5927\u5956"},"content":{"rendered":"

\u4f26\u65662021\u5e748\u67084\u65e5 \/\u7f8e\u901a\u793e\/ — \u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\u5168\u7403\u9886\u5148\u4f01\u4e1aWealth Dynamix<\/a>\u4eca\u5929\u5ba3\u5e03\u5f53\u9009\u5168\u7403\u7814\u7a76\u548c\u54a8\u8be2\u516c\u53f8Celent\u7684XCelent\u529f\u80fd\u5956\u3002Celent\u7684CRM\u5e73\u53f0\uff1a\u5317\u7f8e\u8d22\u5bcc\u7ba1\u7406<\/a><\/i>\u62a5\u544a\u63ed\u6653\u4e86\u8fd9\u4e00\u5956\u9879\uff0c\u5176\u4e2d\u5206\u6790\u4e86Ebix\u3001 Equisoft\u3001NexJ\u3001Salesforce\u548cWealth Dynamix\u63d0\u4f9b\u7684\u89e3\u51b3\u65b9\u6848\u3002\u62a5\u544a\u6839\u636e\u529f\u80fd\u3001\u5ba2\u6237\u7fa4\u3001\u6240\u652f\u6301\u7684\u4e1a\u52a1\u7ebf\u3001\u6280\u672f\u3001\u5b9e\u65bd\u3001\u5b9a\u4ef7\u548c\u652f\u6301\u5bf9\u4f9b\u5e94\u5546\u8fdb\u884c\u4e86\u6392\u540d\u3002<\/p>\n

\"Wealth<\/a>
Wealth Dynamix Wins \u2018XCelent Functionality Award\u2019 in New Wealth Management CRM Report<\/span> <\/div>\n

\u5728\u5bf9\u5e73\u53f0\u7684\u529f\u80fd\u8fdb\u884c\u5e7f\u6cdb\u5ba1\u67e5\uff08\u5305\u62ec\u6df1\u5ea6\u95ee\u5377\u548c\u6f14\u793a\uff09\u4e4b\u540e\uff0c\u8bc4\u59d4\u5c06\u201c\u529f\u80fd\u5e7f\u5ea6\u201d\u6700\u9ad8\u6392\u540d\u6388\u4e88Wealth Dynamix\u63d0\u4f9b\u7684WDX1\u5e73\u53f0\u3002WDX1\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u884c\u653f\u548c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3001\u534f\u4f5c\u3001\u81ea\u6211\u6307\u5bfc\u548c\u79fb\u52a8\u80fd\u529b\u65b9\u9762\u4e5f\u6392\u540d\u5f88\u9ad8\u3002<\/p>\n

Celent\u5206\u6790\u5e08Awaad Aamir\u5728\u8c08\u53ca\u8be5\u5956\u9879\u65f6\u8868\u793a\uff1a\u201cWDX1\u89e3\u51b3\u65b9\u6848\u5728\u5ba2\u6237\u548c\u987e\u95ee\u670d\u52a1\u80fd\u529b\u65b9\u9762\u76f8\u5f53\u5168\u9762\u3002\u6570\u636e\u8f6c\u5316\u4e3a\u53ef\u64cd\u4f5c\u6d1e\u5bdf\u7684\u8fc7\u7a0b\u662f\u8be5\u89e3\u51b3\u65b9\u6848\u7684\u4e00\u4e2a\u7a81\u51fa\u7279\u70b9\uff0c\u7279\u522b\u662f\u7cfb\u7edf\u80fd\u591f\u521b\u5efa\u5ba2\u6237\u53ca\u5176\u5de5\u4f5c\u6d41\u7a0b\u7ba1\u7406\u80fd\u529b\u7684360\u5ea6\u89c6\u56fe\u3002\u201d<\/p>\n

2020\u5e74\uff0cWDX1\u5728Celent\u7684\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5f15\u5bfc\u5e73\u53f0<\/a>\u62a5\u544a\u4e2d\u83b7\u5f97\u4e86XCelent\u6574\u4f53\u5956\u3002<\/p>\n

WDX1<\/a>\u662fWealth Dynamix\u5c61\u83b7\u6b8a\u8363\u7684\u65d7\u8230\u7ea7\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\uff0c\u65e8\u5728\u901a\u8fc7\u5355\u4e00\u7684\u7edf\u4e00\u5e73\u53f0\u652f\u6301\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u590d\u6742\u8981\u6c42\u3002\u5176\u529f\u80fd\u6db5\u76d6\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u5305\u62ec\u5ba2\u6237\u83b7\u53d6\u3001\u5ba2\u6237\u4e92\u52a8\u3001\u6570\u5b57\u5f15\u5bfc\u3001\u76d1\u7ba1\u5408\u89c4\u3001\u5173\u7cfb\u7ba1\u7406\u548c\u6301\u7eed\u5ba2\u6237\u670d\u52a1\u3002<\/p>\n

Wealth Dynamix\u9996\u5e2d\u6267\u884c\u5b98\u53ca\u521b\u59cb\u4ebaGary Linieres<\/a>\u8868\u793a\uff1a\u201cCelent\u5728\u4e24\u5e74\u5185\u7b2c\u4e8c\u6b21\u83b7\u5f97XCelent\u5956\u9879\u8868\u5f70\uff0c\u8fd9\u8ba4\u53ef\u4e86\u6211\u4eec\u901a\u8fc7\u5305\u62ecAI\u548c\u4e91\u5728\u5185\u7684\u5c16\u7aef\u6280\u672f\u63d0\u4f9b\u6548\u7387\u3001\u53ef\u64cd\u4f5c\u6d1e\u5bdf\u548c\u5408\u89c4\u6027\u7684\u6301\u7eed\u80fd\u529b\u3002\u51ed\u501f\u5341\u5e74\u4e30\u5bcc\u7ecf\u9a8c\u4ee5\u53ca\u6574\u4e2a\u516c\u53f8\u81f4\u529b\u4e8e\u6253\u9020\u548c\u63d0\u4f9b\u9762\u5411\u8d22\u5bcc\u7ba1\u7406\u7684CRM\u548cCLM\u89e3\u51b3\u65b9\u6848\uff0c\u6211\u4eec\u975e\u5e38\u81ea\u8c6a\u5730\u62e5\u6709Cre<\/span>dit Agricole Indosuez Wealth Management\u3001Rothschild & Co\u548cQuilter Cheviot\u7b49\u884c\u4e1a\u9886\u5148\u7684\u5168\u7403\u516c\u53f8\uff0c\u53ef\u901a\u8fc7WDX1\u63d0\u4f9b\u5353\u8d8a\u7684\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u670d\u52a1\u3002\u201d <\/p>\n

\u76f8\u5173\u94fe\u63a5 :<\/p>\n

http:\/\/None<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4f26\u65662021\u5e748\u67084\u65e5 \/\u7f8e\u901a\u793e\/ — \u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\u5168\u7403\u9886\u5148\u4f01\u4e1aWealth Dynamix\u4eca\u5929\u5ba3\u5e03\u5f53\u9009\u5168\u7403\u7814\u7a76\u548c\u54a8\u8be2\u516c\u53f8Celent\u7684XCelent\u529f\u80fd\u5956\u3002Celent\u7684CRM\u5e73\u53f0\uff1a\u5317\u7f8e\u8d22\u5bcc\u7ba1\u7406\u62a5\u544a\u63ed\u6653\u4e86\u8fd9\u4e00\u5956\u9879\uff0c\u5176\u4e2d\u5206\u6790\u4e86Ebix\u3001 Equisoft\u3001NexJ\u3001Salesforce\u548cWealth Dynamix\u63d0\u4f9b\u7684\u89e3\u51b3\u65b9\u6848\u3002\u62a5\u544a\u6839\u636e\u529f\u80fd\u3001\u5ba2\u6237\u7fa4\u3001\u6240\u652f\u6301\u7684\u4e1a\u52a1\u7ebf\u3001\u6280\u672f\u3001\u5b9e\u65bd\u3001\u5b9a\u4ef7\u548c\u652f\u6301\u5bf9\u4f9b\u5e94\u5546\u8fdb\u884c\u4e86\u6392\u540d\u3002 Wealth Dynamix Wins \u2018XCelent Functionality Award\u2019 in New Wealth Management CRM Report \u5728\u5bf9\u5e73\u53f0\u7684\u529f\u80fd\u8fdb\u884c\u5e7f\u6cdb\u5ba1\u67e5\uff08\u5305\u62ec\u6df1\u5ea6\u95ee\u5377\u548c\u6f14\u793a\uff09\u4e4b\u540e\uff0c\u8bc4\u59d4\u5c06\u201c\u529f\u80fd\u5e7f\u5ea6\u201d\u6700\u9ad8\u6392\u540d\u6388\u4e88Wealth Dynamix\u63d0\u4f9b\u7684WDX1\u5e73\u53f0\u3002WDX1\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u884c\u653f\u548c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3001\u534f\u4f5c\u3001\u81ea\u6211\u6307\u5bfc\u548c\u79fb\u52a8\u80fd\u529b\u65b9\u9762\u4e5f\u6392\u540d\u5f88\u9ad8\u3002 Celent\u5206\u6790\u5e08Awaad Aamir\u5728\u8c08\u53ca\u8be5\u5956\u9879\u65f6\u8868\u793a\uff1a\u201cWDX1\u89e3\u51b3\u65b9\u6848\u5728\u5ba2\u6237\u548c\u987e\u95ee\u670d\u52a1\u80fd\u529b\u65b9\u9762\u76f8\u5f53\u5168\u9762\u3002\u6570\u636e\u8f6c\u5316\u4e3a\u53ef\u64cd\u4f5c\u6d1e\u5bdf\u7684\u8fc7\u7a0b\u662f\u8be5\u89e3\u51b3\u65b9\u6848\u7684\u4e00\u4e2a\u7a81\u51fa\u7279\u70b9\uff0c\u7279\u522b\u662f\u7cfb\u7edf\u80fd\u591f\u521b\u5efa\u5ba2\u6237\u53ca\u5176\u5de5\u4f5c\u6d41\u7a0b\u7ba1\u7406\u80fd\u529b\u7684360\u5ea6\u89c6\u56fe\u3002\u201d 2020\u5e74\uff0cWDX1\u5728Celent\u7684\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5f15\u5bfc\u5e73\u53f0\u62a5\u544a\u4e2d\u83b7\u5f97\u4e86XCelent\u6574\u4f53\u5956\u3002 WDX1\u662fWealth 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