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Wealth Dynamix

The Client Management Platform

Our solutions

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.

Client Acquisition

Client Acquisition

Identify prospects, through advanced targeted marketing and integrated event management and nurture prospects through a sales pipeline.

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Digital Onboarding

Digital Onboarding

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.

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CRM

CRM

A highly configurable client management, suitability, marketing and operations and client activity solution based upon the Microsoft Dynamics 365 platform.

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Business Intelligence

Business Intelligence

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.

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Digital Engagement

Digital Engagement

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.

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Integration
Corporate Websites
ID&V / AML / Sanctions
ATR / Risk Profiling
Back Office Systems
Service Providers
Document Management

Improve efficiency and save time

How WDX ONE can benefit you

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.

Management insight

Management insight

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

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.

Save time

Save time

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."

Gary Linieres
CEO

Gain powerful management insight

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