Our Capabilities
Elevate your prospect engagement experience
Wealth Dynamix gives you everything you need to manage
and engage with your prospects in a meaningful way.
WIN CLIENTS & GROW WALLET SHARE
Attracting new clients and growing wallet share takes time and money – so you want to make the most of each and every opportunity.
BUSINESS BENEFITS
Wealth Dynamix gives you a 360-degree view of your prospects so you can nurture them effectively. This includes information about their contact details, as well as interactions, connections, interests, needs, pain points and more, to provide hyper-personalised services and engagement.
Wealth Dynamix’s analytics and reporting tools give staff the ability to visually review their individual, team or firm’s pipeline, supporting revenue forecasting and target tracking, and ensuring effective pipeline management.
Wealth Dynamix’s marketing automation and campaign tools allow you to execute targeted marketing campaigns and events. This means that you can reach the right prospects with the right message at the right time.
KEY CAPABILITIES
See all your prospects and their stages at a glance
Advisors can easily manage all their leads and opportunities with our drag-and-drop feature and 360-degree view of prospects. See all your prospects and their stages in one place, so you can take effective, quick actions and close more deals. This automatically drives oversight dashboards, which provide visual summaries across the broader pipeline and support areas such as forecasting.
Make a great first impression with 360-degree dashboard views
Get a complete view of your prospects with our 360-degree prospect view. Easily digestible diagrams and relevant alerts give advisors a deeper understanding of the prospect so they can provide a hyper-personalised service and make a great first impression.
Ensure data accuracy with dynamic forms and logic-driven workflows
Our dynamic forms intelligently generate the right fields for each client type, ensuring that you quickly collect the correct information. They also cover multiple different client types, from individuals to charities, trusts, and companies. This, along with our dynamic workflows and next-step alerts, provides an intuitive and easy process for wealth managers to convert prospects into clients.
Log and track all interactions
Our early-stage data capture capabilities ensure that all interactions, notes, and know-your-prospect details are logged and tracked. This data can then be reused for other parts of the client journey, such as onboarding or client management, which prevents the need to re-key data and reduces manual errors, and makes processes much more efficient than before.
Integrated marketing dashboards
Our real-time dashboards give wealth managers, product managers, and marketing teams a single view of all product nurturing and marketing campaigns. This allows them to coordinate their efforts and track the results of their campaigns in real-time, ensuring the effectiveness of these strategies.
Insight generation tools
Get to know your prospects like never before. Our AI-driven insight generation tools help wealth managers gain a deeper understanding of their prospects and provide hyper-personalised service. The tools detect underlying trends, individual preferences, and prospect sentiments to identify the next best action to take.
ADDITIONAL CAPABILITIES
Ensure compliance at every stage
Our engage module helps you embed your organisation’s compliance processes in the prospecting journey, including early screening, fact-find, data protection (such as the EU’s GDPR), and process-engine rules thereby ensuring that you are always compliant with regulations during your prospect process.
Improve campaign engagement with marketing automation tools
Our marketing automation tools help you target your campaigns more effectively by tagging and segmenting prospects based on their interests leading to more relevant engagements and higher response rates.
Choose the right channel for each client
Engage with prospects on their preferred channels, such as online chat, video calls, or co-browsing.
Our omni-channel solution makes it easy to choose the most productive and preferred channel for each client.
Embed AML screening as part of your prospect process
Wealth Dynamix connects with leading AML providers to automatically screen prospects (both individuals and legal entities such as companies and trusts) so that potential compliance issues can be identified early.
Seamless integration with banking and intermediary portals
Our prospect engagement module seamlessly integrates with your banking and intermediary management portals, so you can manage all your leads from a single solution.
This ensures consistency, quality, and accuracy in your pipeline, as well as compliance.
Speak with an expert
LATEST INSIGHTS
17 April 2024
Achieving profitability at scale: the potential for AI
We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.
5 min. read
2 April 2024
Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head
Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.
5 min. read
21 March 2024
Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.
3 min. read
