Advisor Workstation

Minimise manual administration, gain intelligent insights and ensure premium client service

EMPOWER ADVISORS

How can wealth managers equip advisors to maximise revenues and optimise client service?

Advisors are frustrated. Most still manage client relationships manually, set priorities and monitor actions on emails, spreadsheets and notebooks, and use numerous systems to access documents and siloed data. With little integration between systems, numerous logins and no consolidated view of each client relationship, determining next best actions and evaluating performance is exceptionally challenging.

Essential tasks can take days or weeks to complete – and even then the output may be inaccurate or missing critical compliance data. Instead of spending the majority of their time on reactive tasks and administration, advisors want to deliver positive outcomes for clients. Clients become irritated when responses are slow or off target, and when asked repeatedly to provide the same information.  

The impact on client satisfaction, revenues, client churn and advisor attrition can be profound.

Advisor workstation wealth management

WHO BENEFITS FROM A CLM SOLUTION?

WealthTech Personas

How can Wealth Dynamix equip advisors to focus on client service not administration?

Client reviews wealth management

Our single Advisor Workstation delivers a 360-degree view across all client relationships, offering the insights and analysis needed to transform client service. Wealth Dynamix requires just one sign-in and provides one place to go for drill-down access to all underlying systems and data.

By consolidating client data into modern, easy-to-interpret graphical dashboards, advisors gain digitally-generated reports and intelligent data-driven insights that drive client advice.

By extracting signals from the mass of data captured throughout the client lifecycle advisors receive automated next best recommendations and are alerted to changing client priorities, as they arise.

With a single client view, shared across your organisation, you can collaborate in real time across all client servicing functions. You will have the time and insights required to build more proactive and fulfilling client relationships that foster client loyalty and increase lifetime value.

WHY CHOOSE WEALTH DYNAMIX?

  1. An award-winning CLM solution, purpose-built for wealth managers by WealthTech experts
  2. We pioneered the transformation of CLM processes with innovative applications of data modelling, predictive analytics and sentiment analysis
  3. Used by the world’s most successful wealth managers to achieve process efficiencies and return on investment spanning the entire client lifecycle, not only parts of it
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