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Wealth Dynamix

Who We Work With

Our Sectors

Within the Private Client and Investment Management community there are a number of organisations offering clients differing types of services.

WDX has experience in delivering solutions to a number of sectors where the organisation may be servicing institutional investors, charities, intermediaries, families or individuals.

Why It's Important

Demographic time bomb

Demographic time bomb

The industry is experiencing the biggest generational transfer of wealth in human history and a new wave of technology-dependant investors, who have lived through the digitisation of almost every aspect of their professional and personal lives, are coming in to play. It is clear is that no firm can ride this transition without embracing technology and digital transformation into the heart of its proposition.

Reduce cost of giving advice

Reduce cost of giving advice

WDX prevents the need to repeatedly enter the same information into different forms and tools that can lead to a serious increase in overall costs as well as placing an administrative burden on the front office. Which in turn, impacts margins and requires operational and front office staff to be re-directed from other more productive activities.

Driving consistent client outcomes

Driving consistent client outcomes

The key to enhancing your client engagement is a complete 360-degree view of client data. WDX provides an intuitive, client aggregated view of data from the past and present, including client interactions across all channels such as campaigns and emails, personal data, social insights, web activity and relationships. This information is easily accessible and is used to provide a more personalised client experience across all business areas.

Improve efficiency

Improve efficiency

A successful client experience is ensuring that the onboarding process is 'right first time' and making the onboarding process as efficient as possible. In particular, firms often need to return to clients multiple times to request additional documents that could have been collected in one go.
Using a seamless digital process to avoid rekeying in information into one or more internal system helps to complete the approval and set –up of the client.

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