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We’re experienced in delivering solutions to several sectors within the private banking and wealth management industry globally.

We understand that there are regional differences within the wealth management industry, that is why we tailor our solution to support you with your specific requirements to help you address all your challenges.

Wealth Managers

We understand that as a Wealth manager, you are often required to manage significant volumes of client interactions whether it is reporting, regular review meetings or a myriad of other client touch points.

However, with the increasing operational overhead with compliance information collection, this puts a very strong focus on effective client management, correct customer profiling and client insight. It also puts great emphasis on automating compliance, client reporting and management information.

The ability to collect and use investors’ information is a critical benefit in using the WDX1 solution. Client profiles, proposals, KYC and suitability information as well as investment parameters can be stored and used in the system. Once stored, WDX1 can provide real time information about clients, their positions, their compliance situation and many other critical data points for the efficient and profitable management of the relationship.

Private Banks

Private Banks are increasingly involved in the provision of tailored discretionary and advisory investment management solutions to their clients. This is seen as a profitable extension of a trusted relationship with the client and requires you to develop cross selling processes as well as discreet investment management teams and technologies.

The WDX1 solution can provide detailed and critical data on clients, their relationships and identify cross-selling opportunities for new products and services. It will also provide management of the bank with detailed information on the clients’ status and profitability to the organization.

WDX1’s ability to consolidate multiple data-sources and produce consolidated portfolio and investment views is a key advantage for Private Banks who typically have to deal with a number of disparate legacy systems in order to get a full picture of the client.

RIAs

Registered Investment Advisors are increasingly shifting their firms to be more client-focused and less transaction-focused in order to drive stronger, longer-term relationships. To achieve this shift, it is more important than ever to empower advisors with better insights into those relationships, to creating new opportunities to upsell and cross-sell; and to get paid on-time.

With WDX1 firms gain unprecedented visibility into the sales pipeline, advisor productivity levels, client loyalty, and more, with powerful analytics and customizable dashboards. The solution also helps to ensure regulatory compliance by using robust, regular workflow and auditing capabilities for KYC, AML and best interest regulations and risk profiling.

Asset Managers

As Asset Managers across the region are ramping up their sales and distribution capabilities, so the need for more unified sales pipeline management system becomes imperative, which in turn creates a significant requirement for a tailored CRM solution.

The WDX1 product will enable sales teams to access 360 degree investor and prospect information both in the office and on the move, and provide intermediary management functions including stand-alone portals and relationship tree mapping. The suite of marketing tools powers product campaigns across segmented lists both for the sales force and client base. Seamless integration in to Microsoft Office allows for email and calendar communication to be recorded in the CRM and product information to be offered inside Outlook when communicating with clients. Furthermore, connection to mobile messaging and office telephony provides a full communication suite inside of WDX1. Tailored product suggestions offered to sales users means that conversations with investors are always relevant and timely.

Pipelines and performance can be reported in powerful data visualization across processes, from opportunity conversion to time-taken to onboard, and across user groups, from country, to branch, team and individual, giving users valuable insight on their performance and allowing management to see key business performance metrics and feed back in to process improvement.

Private Banks

Private Banks are increasingly involved in the provision of tailored discretionary and advisory investment management solutions to their clients. This is seen as a profitable extension of a trusted relationship with the client and requires you to develop cross selling processes as well as discreet investment management teams and technologies.

The WDX1 solution can provide detailed and critical data on clients, their relationships and identify cross-selling opportunities for new products and services. It will also provide management of the bank with detailed information on the clients’ status and profitability to the organization.

WDX1’s ability to consolidate multiple data-sources and produce consolidated portfolio and investment views is a key advantage for Private Banks who typically have to deal with a number of disparate legacy systems in order to get a full picture of the client.

Fund Managers

Investment Managers who are retailing funds to the market via Intermediaries or direct to clients have a significant requirement for a tailored CRM solution. This is particularly acute in the area of marketing and specifically around mass digital communications.

The WDX1 Engage module features a number of key functional areas where the deployment of mass communication strategies is made significantly easier for firms as well as providing the level of management information required for the modern Retail IM.

In addition to client acquisition the more general area of client management is also important with the necessity for regular client communication and the storing of KYC and suitability data. WDX1 provides a framework for deploying workflows and leveraging an industry standard data model to meet these important challenges.

Wealth Managers

We understand that as a Wealth manager, you are often required to manage significant volumes of client interactions whether it is reporting, regular review meetings or a myriad of other client touch points.

However, with the increasing operational overhead with compliance information collection, this puts a very strong focus on effective client management, correct customer profiling and client insight. It also puts great emphasis on automating compliance, client reporting and management information.

The ability to collect and use investors’ information is a critical benefit in using the WDX1 solution. Client profiles, proposals, KYC and suitability information as well as investment parameters can be stored and used in the system. Once stored, WDX1 can provide real time information about clients, their positions, their compliance situation and many other critical data points for the efficient and profitable management of the relationship.

Family Offices

Private Offices, Family offices & Multi-Family Offices are focused on providing advice and guidance for UHNW Individuals. The depth of service provided, and the complex nature of such client’s wealth requires an application that can model this complex web of connections and family relationships, as well as easily displaying these.

WDX1’s Onboard module is designed to allow the capture of not only individuals, but families and complex entities such as Trusts, enabling regulatory checks to be performed across not just the underlying beneficial owner, but also relevant related parties such as Trustee’s and Power of Attorney holders.

WDX1 functionality such as KYC capture, Marketing Preferences & Event Management capabilities can support firms in providing value added services to their clients based on a deep understanding of their needs.

Private Banks

Private Banks are increasingly involved in the provision of tailored discretionary and advisory investment management solutions to their clients. This is seen as a profitable extension of a trusted relationship with the client and requires you to develop cross-selling processes as well as discreet investment management teams and technologies.

The WDX1 solution can provide detailed and critical data on clients, their relationships and identify cross-selling opportunities for new products and services. It will also provide management of the bank with detailed information on the clients’ status and profitability to the organization.

WDX1’s ability to integrate multiple data-sources and produce consolidated portfolio and investment views is a key advantage for Private Banks who typically have to deal with a number of disparate legacy systems in order to get a full picture of the client.

Priority and Consumer Banks

PAsia’s priority banking segment continues to grow in size and importance for the wealth management industry, supported by the demographic wealth boom across the region. The WDX1 solution helps you perform in three key areas of sales, service and efficiency.

Use rich client data to provide tailored recommendations and client insights that give RMs unparalleled talking points to strengthen relationships. Marketing and nurturing tools in the WDX1 suite, enable more targeted prospect and client engagement, wowing clients with relevant information, and increasing business conversion as a result. Sales pipeline tools will track business growth and process efficiencies, and act as an important input to business strategy and improvement.

WDX1 also provides a valuable data infrastructure, which is frequently overlooked in the flurry of day-to-day business. This not only creates a more stable and compliant technology foundation, but will allow you to adopt more innovative technology in the future, such as AI and machine learning which rely on data structure, as well as future proofing compliance requirements for client information, suitability, RM performance.

Financial Advisory

As the industry develops more relationship management and investment management practices, so the need to store client and prospect information centrally and have nurturing tools to offer more tailored solutions to customers, becomes pressing. The cross-sell opportunity is significant by doing so, and the costs of ‘acquisition’ softened by stronger client relationships across multiple product and advisory touch points.

WDX1 provides IFAs with this springboard to business growth, starting with a core CRM system that becomes the ‘cockpit’ from which advisors manage their day to day business and their sales process. Onboarding new clients becomes a paper-less and much more engaging task for both client and advisor, getting relationships off to a speedy and impressive start.

Furthermore, the backdrop of an increasingly regulated business environment means that manual compliance processes need to be digitized and made more operational efficient. With WDX1’s ‘capture-once-use-many’ philosophy, administrative tasks become faster and automated where possible, including regulatory reporting requirements.

Asset Managers

As Asset Managers across the region are ramping up their sales and distribution capabilities, so the need for more unified sales pipeline management system becomes imperative, which in turn creates a significant requirement for a tailored CRM solution.

The WDX1 product will enable sales teams to access 360 degree investor and prospect information both in the office and on the move, and provide intermediary management functions including stand-alone portals and relationship tree mapping. The suite of marketing tools powers product campaigns across segmented lists both for the sales force and client base. Seamless integration in to Microsoft Office allows for email and calendar communication to be recorded in the CRM and product information to be offered inside Outlook when communicating with clients. Furthermore, connection to mobile messaging and office telephony provides a full communication suite inside of WDX1. Tailored product suggestions offered to sales users means that conversations with investors are always relevant and timely.

Pipelines and performance can be reported in powerful data visualization across processes, from opportunity conversion to time-taken to onboard, and across user groups, from country, to branch, team and individual, giving users valuable insight on their performance and allowing management to see key business performance metrics and feed back in to process improvement.