Manage

Strengthen ongoing engagement to create long-lasting and profitable client relationships

MANAGE PRODUCTIVELY

With Manage advisors can create emotionally connected client relationships by offering timely and relevant advice that ensures every client’s investment goals are met

Neglecting clients over time can lead to attrition and revenue loss. When access to multiple systems is required to gain a full picture of an advisor’s workload, client status and compliance work, significantly more time is spent on administration than client engagement.

Manage provides relationship managers with a true 360-degree view of every client and client book, accessed via a single sign-in to all of the data and insights needed to deliver exceptional client service. High levels of automation enable daily work to be simplified, accelerated and tracked – from routine administration and compliance tasks to complex, data-driven analysis and next best actions. And the automated delivery of intelligent insights empowers relationship managers to offer investment advice that is both appealing and timely, at scale.

MANAGE - KEY FEATURES

Empower your relationship managers with digital tools and insights

KYC & IN-LIFE REVIEWS

Pre-configured rules trigger and schedule all necessary actions (e.g. reviews, document and data refreshes), as soon as they are required

NEXT BEST ACTIONS

AI-driven recommendations based on client circumstances and sentiment are automatically generated and proposed

360-DEGREE CLIENT VIEW

Data from a wide variety of systems is amalgamated into a single workspace

CLIENT ADVISOR WORKSTATION

Complete visibility of actions, notifications, analytics, segmentation and priorities

PERSONALISED COMMUNICATIONS

Deep customer relationships are formed by engaging them with appealing and relevant information, across multiple channels

CASE MANAGEMENT

Seamless, automated and consistent actioning of ad hoc client servicing requests

Wealth Dynamix Manage

HOW WILL MANAGE HELP YOU?

Wealth management onboarding

By automating routine client service tasks and re-using data throughout the client lifecycle, client requests are handled quickly and efficiently avoiding duplication, excessive paperwork and unnecessary delays. Relationship managers use time previously spent on administration to focus on delivering consistent, high quality service and making every client interaction timely, appealing and relevant.

Client data and sentiment is continuously monitored and analysed, alerting relationship managers to next best recommendations that align closely with the investment goals of each individual client. Clients enjoy a deeper, more empathetic and satisfying level of service, which increases loyalty and AUM.

Regular reviews are automatically scheduled and conducted in an efficient and frictionless manner. All event-driven compliance checks are automatically triggered, completed and executed, soon as they arise, reducing the burden of regulatory compliance for both clients and staff.

What can you use MANAGE for?

Solutions for ongoing client relationship management and servicing

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

You're in good company...

Talk to us

Request a Demo

GET THE BROCHURE
Manage

GET THE BROCHURE
Client Onboarding