Client Requests and Case Management

Eliminate duplicated effort and paperwork, optimise case closure rates and increase client satisfaction

ACCELERATE RESPONSE TIMES

How can wealth managers accelerate response times when managing changes, updates and incidents?

Failure to manage client requests quickly and diligently can significantly impact service quality and increase risk.

Even the simplest request for a valuation, power of attorney, change of address or name opens a case that must comply with best practice policies and regulatory obligations. More complex service requests involving complaints, ad hoc changes in ESG values or altered risk appetite require broader reviews and regulatory controls, which trigger multiple follow-on actions and processes that must be executed within SLA commitments.

Manual processing of service requests, with handoffs between various teams across different systems, results in sub-optimal client service and puts clients and reputation at risk. As well as being highly inefficient, lack of automation is a threat to business continuity because paper-based processes are untenable in remote working environments.

Case management wealth managers

WHO BENEFITS FROM A CLM SOLUTION?

WealthTech Personas

How does Wealth Dynamix increase the speed and efficiency of client service case management?

Wealth management client requests

By delivering configurable workflows and rules engines that specify the evidence, data, sequence of events and approvals required, by request type, you will increase efficiency and improve client experience.

By providing client service staff with a 360-degree view across all cases, and a detailed view of each, the entire process is fully-controlled and convenient.

Whatever channel clients use to make a request you will save time and reduce costs by digitally ingesting new cases and allocating them automatically to the most appropriate team member. By issuing alerts via personal dashboards when human intervention is required you will close cases quickly and within SLAs.  

By pre-populating core banking systems with data captured throughout the client lifecycle you will eliminate duplication and human error. And by automating compliance verifications you will remain one step ahead of the regulator.

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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