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.
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.
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.
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.
21 January 2022
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
18 January 2022
How can wealth managers balance personalised client services & privacy regulations, & what’s lurking within the fast-evolving threat landscape? We find out.
5 min. read
17 January 2022
Discover why an effective, company-wide data strategy is crucial to every Wealth Management firm's success.
8 min. read