By replacing manual processes with intelligent, automated workflows, wealth managers can shorten conversion timescales, increase bid-to-win rates and optimise cost-income ratios.
By automatically assigning leads from different sources to the most appropriate workflow, every prospect experiences more timely, relevant and more satisfying engagement. Progress can be viewed and tracked centrally, regardless of lead source or nurture process.
Every communication is personalised to increase response rates. By adding intelligent segmentation to each lead, onward prospect journeys follow an optimised engagement strategy, supported by fully-integrated third party marketing automation.
Business development activity is analysed holistically, providing a complete view of lead nurture performance and pipeline.
By continuously monitoring the GDPR status of every prospect, Wealth Dynamix automatically retains or disposes of each record, to ensure regulatory compliance.