The WDX ONE client management platform provides five key pillars of technology that are vital to support wealth and investment managers in the modern era. Built around a central pillar of CRM, WDX ONE enables firms to put the clients’ interests first, ensuring that they receive a thorough and more personal service in line with a firm’s best practices.
WDX ONE helps drive long-term client satisfaction, drives future business opportunities and improves the company’s overall efficiency. Importantly it helps drive the necessary management information to enable senior management to drive the necessary changes to their business.
Identify prospects, through advanced targeted marketing and integrated event management and nurture prospects through a sales pipeline.More Info
Enabling clients and intermediaries to self-serve KYC and onboarding, create service requests and streamline expensive and time consuming processes whilst enhancing their overall experience.More Info
A highly configurable client management, suitability, marketing and operations and client activity solution based upon the Microsoft Dynamics 365 platform.More Info
A pre-configured data-warehouse, MI suite and a set of industry dashboards designed to highlight trends and provide firms with valuable intelligence and insight.More Info
Access WDX anywhere, whether in the office, on the road or sat with a client and give clients and intermediaries access to important data to drive digital engagement.More Info
Discover potential clients and using fully integrated marketing and communication tools, target, connect and manage your opportunities.
Drive New Business
Find new clients through social discovery, lead scoring, and web tracking and create customised marketing strategies to prospective and existing clients, partners, and intermediaries. Connect with prospective clients using campaign management and email marketing tools to share business news and industry knowledge as well as sending greetings cards and invites to corporate events to nurture them through the opportunity pipeline.
Manage Intermediaries and Introducers
Maintain relationship data with key business introducers such as financial advisers, professional intermediaries, and trust companies and drive business processes such as managing new business and regulatory workflows relating to suitability using the WDX Intermediary and Adviser Creation Wizard.
Enabling clients and intermediaries to self-serve KYC and onboarding, create service requests and streamline expensive and time consuming processes whilst enhancing their overall experience.
Take prospective clients through an integrated client onboarding lifecycle, including sanctions checking, client profiling, KYC capture, risk profiling, suitability assessment, formal presentations, account opening and asset transfer. Highlight the correct documents required for each client and product type and route work items seamlessly through to back office, compliance and operations for sign off – all from the same platform.
Go paperless and create, edit and manage the creation of onboarding documentation such as client profile forms, application forms, suitability and welcome letters, IPS forms, custodian templates and much more, complete with integrated digital signature capabilities.
Manage complex client and intermediary relationships with a 360 degree client view built on top of the Microsoft Dynamics 365 platform.
With extensive integration to Microsoft Office and Outlook, stay organised and easily manage your individual and cross-department activities by linking them to contacts or financial advisory opportunities. Use role-based dashboards to highlight upcoming and outstanding actions and activities both for individuals and teams.
Manage Complex Relationships
Understanding the breadth of the relationships you have with HNW families, charities, corporates and trusts can be time-consuming and difficult.
In order to improve efficiency and reduce risk, WDX ONE has been built to provide a single, modern, 360 dashboard based view of all relationships, products, communications and upcoming activities. It is also the place to go for all recorded client data including KYC, suitability information and client documentation.
Improve Client Servicing
Connect your business and pass key processes between the front and middle office, including the processing of client amendments, payment requests, complaint handling and complex procedures such as deceased clients and account closures.
Continuously monitor the suitability of advice to clients to ensure that all client changes have been reported and checked correctly to support industry regulations. Ongoing assessments are crucial as the data collected is constantly changing and firms must keep up to date with this to remain compliant.
A pre-configured data-warehouse, management information suite and a set of industry dashboards designed to highlight trends and provide firms with valuable insight.
Gain Client Insight
Monitor important data across the organisation and transform, analyse and visualise the data. With one-click report generation to Microsoft Excel and Microsoft Word, access to dashboards, KPI’s and scorecards, discover patterns within the data such as connections, correlations and trends in an interactive way.
Increase Business Intelligence
Use CRM data and other integrated sources to drive actionable intelligence and determine next best actions for clients. Empower wealth managers and private bankers by supplying them with key information and reports on client activity to drive new business whilst taking care of existing clients.
With the rapid rise of clients looking to engage their relationship managers not such using traditional channels but also digitally, it’s key that a firms Customer Relationship Management strategy and CRM system provide the tools and technology needed.
Access WDX anywhere, whether in the office, on the road, or sat with a client. The systems responsive design adapts to the device you are using to provide a tailored experience.
Provide an enhanced experience for clients and/or intermediaries by giving them access key to customer information via the WDX self-service portal, and the ability to update their KYC and suitability information. WDX’s open API framework can be leveraged to help further underpin your digital strategy, from secure messaging to video conferencing.
For a harmonious transfer of data across systems and departments in the firm, WDX can be tightly integrated into your enterprise IT architecture.
Integrated AML & Sanctions Checking
Streamline customer due diligence, facilitate transaction monitoring and investigation operations of your organisation. Address the AML compliance requirements of the financial services industry and enable compliance reports to be filed and stored. Ongoing client reviews and sanctions screening including periodic suitability assessments can be carried out to monitor changes in client information.
Risk Profiling & ATR
Risk profiling determines how your clients feel about risk and suggests strategies for allocating assets across their investment portfolio. Once your client has completed the risk questionnaire the answers are compiled and checked. WDX can then utilise the clients risk score to offer suitable services and products.
Access and manage client files across your organisation with WDX ONE document management integration. See information stored in systems such as Microsoft SharePoint directly from a client dashboard. Easily create and maintain an organised file repository with customised category labelling, user access permissions, and file edit notifications.
The WDX ONE API integrates with many portfolio management systems, trading and client reporting applications and your corporate websites to allow for a harmonious transfer of data across systems and departments in the firm.
The WDX partner ecosystem is growing by the day. We now work with many of the well-known fintech and financial services companies in the industry. If you would like to work with us then you can get in touch with us on our Partners page.
Improve efficiency and save time
How WDX ONE can benefit you
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
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.
Vital client and business information enables senior management to analyse the performance of the business and changes in client behaviour. Through a focus on analysing trends, WDX helps provide actionable insight rather than just raw information. This supports senior management in cutting through the noise and identifying key areas of focus.
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.
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.
Dramatically speed up process time and therefore time to revenue with an integrated digital strategy and paperless processes. Integration to other key systems using pre-built, modern, loosely coupled interfaces also accelerates project delivery timeframes and by integrating your marketing, sales, onboarding and client management processes and teams into a single place, information never needs to be re-typed.
"Digital transformation is no longer a choice – it has to be the cornerstone of how firms seek out new clients and how they manage and service existing client relationships."
Gain powerful management insight