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UK's Ruffer Implements Wealth Dynamix CRM System Across Entire Operation

The wealth technology firm has signed up the UK private client investment firm to use its CRM platform across the whole business.
Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or WDX, to implement its customer relationship management software suite across its entire £19 billion ($28.2 billion) UK investment operation.
Wealth Dynamix said in a statement that it has delivered the first two phases of the project for Ruffer, which is designed to streamline day-to-day investment business operations and enhance efficiency.
The CRM platform has been live with Ruffer's team of more than
100 people since July last year. The software suite will provide
reporting and contact management capabilities so that reporting
and decision-making becomes more effective.
The Microsoft Dynamics-based CRM software platform will integrate
with Ruffer’s existing technology.
“Our desire to further enhance the efficiencies in our front
office and put in place an integrated solution to record all
client interactions was set in the context of an aggressive
timetable and specific requirements. We needed to adopt a
technological approach and were able to use the Wealth Dynamix
product built on an industry standard platform which they
tailored for our specific needs and delivered in impressive
fashion, on time and on budget," Guy Shirley, business projects
manager at Ruffer, said.