PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More
PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More
PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More

Intelligent Client Lifecycle Management for private banks, wealth and asset managers

Streamline working practices. Ensure compliance. Revolutionise the way you manage client relationships.

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.

Delivering value throughout the full client lifecycle

Cost-to-income

Improve
cost-income ratio

AuM

Increase
AuM

Client Satisfaction

Improve
Client Satisfaction

Adapt or adopt: two different approaches to
cLIENT LIFECYCLE MANAGEMENT TO MEET YOUR NEEDS

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Modular client lifecycle management (CLM) powerhouse

Ideal for large private banks and the wealth and asset management divisions of global financial institutions, WDX1 offers three fully configurable modules to meet individual customer requirements and is underpinned by industry leading Microsoft Dynamics 365.

DI G I T A L E N G A G E M E N T MA R K E T I N G A U T O M A T I O N C L I E N T A C Q U I SI T I O N P R O S P E C T & O P P O R T U N I T Y MA N A G E M E N T K Y C R U L E S E N G I N E I D & V I NT E G R A T E D A M L RI S K P R O F I L I N G DO C U M E N T G E N E R A T I O N C L I E N T S E R V I CI N G A CC O U N T S E T U P C R M 3 6 0 ° V I E W H O U S E H O L D S & F A M I L I E S

Cloud-based SaaS, quick-to-implement CLM sophistication

Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease of use. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for seamless and automated connectivity.

C ONN E C T SEAMLESS L Y AND A U T OM A TI C AL L Y BEH A V IOURAL RISK P ROFILING MARKETING A U T OM A TION AML AND K Y C SCREENING C ORE BANKING AND P MS E-SIGN A T URES SELF SER V ICE ANA L Y TI C S AI A PP LI C A TIONS DO C UMENT MAN A GEMENT CLIENT PO R T A L S AND MOR E ... MOBILE FIR S T U X LEAD AND P I P ELINE MAN A GEMENT CLIENT FEED AND N O TIFI C A TIONS CRM AND 36 0 º V I E W S OMNI CHANNELENG A GEMENT AP I DR I V EN RULES AND P ROCESS ENGINE END - T O -END CLIENT ONB O ARDING SEC UR E , C L OUD BASED S A AS SO L U TION CLMi E C O SY S TEM
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Enrich client relationships, streamline processes
and optimise cost-to-income ratios

ENGAGE

Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline

ONBOARD

Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally

MANAGE

Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships

Manage Onboard Engage

Trusted by global private banks and wealth and assets managers.

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WHY WEALTH
DYNAMIX

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.

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NEWS AND INSIGHTS

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Fintech Innovation Network – spotlight on Wealth Dynamix

28 July 2021

Fintech Innovation Network – spotlight on Wealth Dynamix

Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.

1 min. read

Be transparent to build trust

22 July 2021

Be transparent to build trust

Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?

3 min. read

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Client Onboarding