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

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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

Spotlight on… EY

12 January 2021

Spotlight on… EY

Understand the digital transformation and innovation landscape in wealth management and what this means for the future role of relationship managers.

3 min. read

Spotlight on… Indigita

7 January 2021

Spotlight on… Indigita

How can wealth management firms use digital tools to reduce cross-border compliance risk and ensure that products are tax efficient for clients?

3 min. read

Spotlight on… Apiax

22 December 2020

Spotlight on… Apiax

How can RegTech help wealth managers stay compliant no matter where they are selling their services?

3 min. read

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Client Onboarding

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