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, and wealth and asset managers

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WDX | ENGAGE

Underpin your new business strategy with our innovative solutions to increase prospect conversion, stimulate existing clients and engage your advisors.
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WDX | MANAGE

Manage complex relationships with intuitive 360-degree dashboards to centralise client relationships, products, communications and activities.
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WDX | ONBOARD

Ensure compliance and streamline your onboarding processes through automation and digitisation.
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Trusted by global private banks and wealth and assets managers.

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WHY WEALTH
DYNAMIX

Because, we understand what your problems are and have the solutions to solve them.

Problems such as having to use different, incompatible systems, or spending too much time doing administrative tasks and not having enough time to spend time with your clients.

We understand your frustrations and help to solve them with our fully integrated, end to end digital CLM solution, that delivers benefits throughout the whole client lifecycle and will transform the way you manage client wealth.

We have helped some of the largest wealth management firms in the world grow their AUM and streamline their working practices, all whilst remaining compliant.

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NEWS AND INSIGHTS

Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

10 September 2020

Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

Des gains très importants peuvent être réalisés grâce à la suppression des tâches routinières et répétitives qui affligent les gestionnaires de relation client depuis de nombreuses années.

Wealth Dynamix Team

Wealth Dynamix Team

3 min. read

WealthTech Views Report: Using technology to engage with clients

4 September 2020

WealthTech Views Report: Using technology to engage with clients

Get the latest WealthTech report to learn how technology is helping advisors engage with clients and deliver high quality service throughout the client lifecycle.

1 min. read

Compelling reasons to marry Client Lifecycle Management with digital signatures

5 August 2020

Compelling reasons to marry Client Lifecycle Management with digital signatures

Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.

4 min. read

Beyond onboarding: pitfalls and potential during a pandemic

29 July 2020

Beyond onboarding: pitfalls and potential during a pandemic

How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?

3 min. read