Sales and Marketing

Build prospecting and nurturing campaigns that are compelling, engaging and successful


How can sales and marketing teams create more appealing, relevant and personalised campaigns that increase conversion rates and fill your pipeline?

What prevents sales and marketing teams
from closing sales?

Sales and marketing | Wealth Management

Manual lead nurturing processes

With inbound enquiries originating from multiple sources and channels, processing delays arise when leads are reviewed, qualified and routed manually to the individuals or teams best suited to respond.

Campaigns that lack insights

The wealth of insights gathered during sales meetings is rarely connected with marketing nurture processes. Without ready access to these insights it is challenging to segment clients into groups of like-minded prospects and prepare highly engaging, hyper-personalised campaigns that will resonate.

Incomplete pipeline visibility

When sales and marketing data is maintained in multiple, unconnected systems there is no centralised view of the pipeline. With incomplete pipeline visibility it is impossible to evaluate the impact of marketing activity or accurately forecast sales.

How Wealth Dynamix helps

Intelligent segmentation

By supplementing standard lead tagging with conversation-based insights, sales and marketing teams can use marketing automation tools to steer prospects and clients on more satisfying and productive journeys, aligned with their preferences and sentiments.

Automated lead nurturing

Lead nurturing processes are consolidated within a single system and leads from different sources are automatically assigned to the appropriate workflow. Every prospect receives a timely, relevant and satisfying engagement, costs of conversion reduce and bid-to-win ratios rise.

Re-use data at every stage

Capture data once during the sales and onboarding processes, and re-use it many times throughout the client lifecycle. Clients won’t be asked for the same information twice, re-keying is eliminated, you will save time on unnecessary administration and improve client experience.

Sales and marketing | wealth management

Solving CLM challenges across teams and departments


  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
Why wealth dynamix e-book


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