Lead and Pipeline Management

Increase response rates, accelerate conversions and view pipeline progress holistically

INCREASE CONVERSIONS

How can wealth managers transform lead nurturing into a well-oiled machine that boosts bid-to-win ratios?

Failure to convert prospects into clients is costly. Even small increases in bid-to-win ratios can reap substantial returns, yet efforts to improve are usually hindered by manual processes that are slow, costly and ineffective.

Without a systematic, digitised approach to handling leads from a variety of channels—including websites, social networking, in-person events and referrals— there is no single place to go, to view digital interactions alongside person-to-person activity. As a result, your ability to drive consistency, quality, accurate forecasting and compliance is compromised.

Marketing automation is only part of the answer. If you can’t extract signals from conversations with relationship managers, and marry them with CRM and marketing automation tags that drive lead nurturing processes, buying cues can be missed and prospects may receive irrelevant communications.

Lead pipeline management

WHO BENEFITS FROM A CLM SOLUTION?

WealthTech Personas

How do we equip sales, marketing and relationship managers to handle leads and pipeline in a more proactive and responsive way?

wealth manager lead nurtering

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.

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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