Indosuez Wealth Management, the wealth management subsidiary of Groupe Crédit Agricole, has finalized the acquisition of 100% of Wealth Dynamix, a company specializing in Client Lifecycle Management (CLM) software solutions for the wealth management sector. This operation is a major milestone in Indosuez’s digital strategy.
The announcement also includes the appointment of Romain Jérôme, formerly Indosuez’s Chief Digital Officer, as the new Chief Executive Officer of Wealth Dynamix. This acquisition strengthens Indosuez’s technological capabilities and supports its ambition to accelerate innovation in Client Lifecycle Management (CLM), particularly through advanced applications of artificial intelligence.
Full Integration to shape the future of Client Lifecycle Management
Indosuez Wealth Management has now completed the acquisition of 100% of Wealth Dynamix, bringing the WealthTech company fully into the Crédit Agricole Group. This step is a strategic milestone designed to reinforce Indosuez’s digital offering.
The Group’s long-term vision is to scale Wealth Dynamix’s CLM solutions into more intelligent, AI-enabled platforms. The ambition is to equip wealth managers with tools that combine robust compliance, deeper personalisation, and greater operational efficiency across the entire client journey.
Autonomy preserved to sustain agility and innovation
A defining aspect of this transition is Indosuez’s decision to maintain Wealth Dynamix as an autonomous entity. Preserving its independent structure ensures the company keeps the agility, product velocity, and innovation culture that have fuelled its success to date.
Now supported by the financial and institutional strength of Crédit Agricole, Wealth Dynamix is positioned to accelerate investment across several strategic priorities:
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advanced R&D and product evolution,
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enhanced artificial intelligence capabilities,
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continuous improvements to customer success,
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and increased scalability and robustness of its technology platform.
This structure ensures clients continue to rely on high-performance technology and a forward-looking partner ready to meet the sector’s future challenges.
New leadership to guide the next phase
The full acquisition is accompanied by the appointment of Romain Jérôme as CEO of Wealth Dynamix. With a strong background in digital transformation at Indosuez and Crédit Agricole, he will lead the company through this new phase of development.
His role will focus on deepening the collaboration with clients, partners, and teams to translate this integration into tangible benefits. Wealth Dynamix’s client organisations are invited to engage with the new leadership to explore the implications and opportunities arising from this strategic evolution.