WDX1 Manage module overview

WDX1 Client Management module overview

TAILOR CLIENT CONVERSATIONS, INCREASE RETENTION AND AUM, DRIVE EFFICIENCY WITH THE WDX CLIENT MANAGEMENT MODULE

Build and maintain insightful and responsive client relationships with a comprehensive view of your clients and households. In addition, improve your client management strategy whilst maintaining compliance standards and building more valuable relationships.

The WDX MANAGE module reduces administrative tasks by providing tailored and actionable client insight on communications, client sentiment and activities.

 

Download the full brochure and find out more about our client management module

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