At Wealth Dynamix we understand you are challenged daily, logging into numerous incompatible, siloed systems to gain complete information and spending too much time on administration at the expense of client engagement.
We know this because we have sat in your chair and experienced those frustrations too.
Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing.
For cost-effective client lifecycle management (CLM), with proven ROI, Wealth Dynamix is the worry-free option.
Wealth Dynamix was the first wealth management technology (WealthTech) firm to revolutionise CLM processes with innovative applications of data modelling, predictive analytics and sentiment analysis.
Our award-winning solution, designed and built by wealth management experts, delivers insightful client data, intelligent automation and time-saving workflows to ensure clients are served quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best recommendations.
3 March 2021
We look at four ways technology is supporting remote working for wealth management firms.
4 min. read
25 February 2021
Wealth managers must leverage technology for healthy cost-to-income ratios, new clients and long term success.
3 min. read
24 February 2021
We share our thoughts to this question, which was posed during a webinar on the challenges around onboarding system implementations.
2 min. read