An overview of the WDX1 Manage solution
TAILOR CLIENT CONVERSATIONS, INCREASE RETENTION AND AUM, DRIVE EFFICIENCY WITH THE WDX CLIENT MANAGEMENT MODULE
Build and maintain insightful and responsive client relationships with a comprehensive view of your clients and households. In addition, improve your client management strategy whilst maintaining compliance standards and building more valuable relationships.
The WDX MANAGE module reduces administrative tasks by providing tailored and actionable client insight on communications, client sentiment and activities.