WDX1 Suite

Enrich client relationships, streamline processes and optimise cost-to-income ratios

ENRICH CLIENT SERVICE ​

With WDX1 wealth managers can eliminate administration time, foster engaged and profitable client relationships, ensure regulatory compliance and cut operating costs

Wealth management is fraught with manual processes, disparate systems and unconnected data silos. The job of engaging, onboarding and managing clients is often inefficient, costly and frustrating for both advisors and clients. There is no one place to go to for a complete view of a client’s journey with your firm, or data to guide next best recommendations. Compliance gaps can easily emerge, putting your business at risk.

Underpinned by Microsoft Dynamics, WDX1 orchestrates end-to-end Client Lifecycle Management (CLM) processes to create a unified experience that is operationally efficient, fully-compliant and empowers relationship managers to focus entirely on client satisfaction.

WDX1 - KEY FEATURES

Use digital tools to empower your business to deliver the best possible client service 

SPAN THE FULL CLIENT LIFECYCLE

WDX1 comprises 3 best practice modules: Engage, Onboard, Manage. They can be used standalone or combined to optimise cost-to-income ratios and deliver outstanding service throughout the entire client lifecycle

REPORTING & ANALYTICS

Intelligent insights delivered via role-based dashboards that empower users to serve clients in the most efficient and productive way possible

360-DEGREE CLIENT VIEW

Gain instant insights into every aspect of the client journey, including granular details of all prior activity and engagement

END-TO-END INTELLIGENCE

Integrated and proven best-in-class AI technologies for smarter decision making

AUTOMATED WORKFLOWS

A single workflow engine that controls all end-to-end processes

COMPREHENSIVE COMPLIANCE

Built-in compliance checks and balances, with automated alerts and execution

CLM Engage interface Wealth Dynamix

HOW WILL WDX1 HELP YOU?

Wealth management client requests

By orchestrating all phases of the client lifecycle into one seamless, integrated whole, client journeys become more consistent, personalised and profitable. Administrative friction is removed from all of the processes involved in engaging prospects, onboarding new clients and managing ongoing client relationships. Advisors can focus on revenue-generating work, growing AUM and booking revenues faster, at lower cost.

Client and compliance data is captured once, then re-used throughout the client lifecycle to eliminate duplication, reduce data entry and deliver intelligent insights. Onboarding transforms from a slow and laborious process into a shorter, frictionless exercise.

You will know the status of every client, at any given time, and be able to address issues and opportunities as they arise. By being more proactive, you will differentiate your client service, increase client acquisition and maximise client retention.

What can you use WDX1 FOR?

Solutions for managing the client lifecycle

WDX1 Suite

An end-to-end Client Lifecycle Management solution

ENGAGE

Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline

ONBOARD

Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally

MANAGE

Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships

Manage Onboard Engage

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