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Automate administration and unleash the power of data to grow AUM and reduce cost-to-income ratio
Enabling wealth managers to orchestrate each stage of the client lifecycle into one well-oiled, integrated process that delivers full visibility and data-driven insights
Failure to engage, onboard and manage client relationships in a holistic and integrated manner create process inefficiencies and labour-intensive compliance work, prevent client data from being leveraged throughout the entire client lifecycle and obscure visibility. These frustrations can result in poor performance and service, stunted growth and loss of both clients and advisors.
Wealth Dynamix provides the technology and tools to engage, onboard and manage clients in a fully orchestrated, interconnected and compliant way. Advisors have a 360-degree view of every client’s journey, and their entire client book, via role-specific dashboards. Fully-automated processes empower relationship managers to spend more time on profitable work than administration. Data captured throughout the client lifecycle is automatically analysed to identify trends and generate intelligent insights that advisors can act upon, to maximise AUM.
With client lifecycle management (CLM), the whole is much greater than the sum of the parts, and consistency throughout the client journey is key. Our CLM platform provides an orchestration layer that sits above your CRM, harmonising all phases of the client lifecycle and providing all individuals and departments with access to a consolidated view of all client data, activity and actions.
While your CRM ensures the data you capture throughout the client lifecycle can support demographic segmentation and personalisation, it is your CLM that adds intelligence and insights to that data, which delivers added relevance for clients and enables advisors to make the right recommendations at the right time. Your CLM also ensures that CRM data is re-used throughout the client lifecycle to shorten processing times, reduce duplication and increase client satisfaction.
What’s involved
What’s involved
What’s involved
What’s involved
What’s involved
To provide a holistic 360-degree view across the client lifecycle
With all individuals and departments gaining access to a consolidated view of all client data, activity and calls to action
To eliminate manual administration, streamline routine workflows and ensure the right compliance actions are conducted at the right time
Applied to all aspects of ongoing relationship management, to mitigate risk for your firm and protect your clients
Applied to all aspects of engagement, onboarding and relationship management, to optimise outcomes for clients and drive cost-income ratios down
To generate data-driven insights, identify trends and improve performance over time
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