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

Avoiding disruption: How technology helps wealth managers make remote working a success

3 March 2021

Avoiding disruption: How technology helps wealth managers make remote working a success

We look at four ways technology is supporting remote working for wealth management firms.

4 min. read

Maintain momentum in technology adoption to empower advisors and increase relevance

25 February 2021

Maintain momentum in technology adoption to empower advisors and increase relevance

Wealth managers must leverage technology for healthy cost-to-income ratios, new clients and long term success.

3 min. read

Do frontline staff end up spending more time updating CLM systems than talking to clients?

24 February 2021

Do frontline staff end up spending more time updating CLM systems than talking to clients?

We share our thoughts to this question, which was posed during a webinar on the challenges around onboarding system implementations.

2 min. read

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Client Onboarding

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