We support firms across the end-to-end client lifecycle, helping deliver more proactive, efficient and engaging prospecting, onboarding and relationship management, all while remaining fully compliant.
Our comprehensive client lifecycle management (CLM) platform provides industry-specific capabilities including digital onboarding, client management, CRM and more. Wealth firms globally rely on our technology to help grow and scale their businesses, manage client relationships and streamline operations, all while staying compliant.
Wealth management is complex and dealing with that complexity can often prove a costly exercise for firms, weighed down by administrative overhead, manual tasks and time-consuming work arounds. Compounding the cost impact of this, front-office staff are so often wrapped up in the process that opportunities to deepen existing client relationships or to develop new ones are not fully realised.
Wealth Dynamix is proud to have received over 40 industry awards
Leverage the power of Wealth Dynamix CLM solutions to automate manual tasks, to digitise regulations and rulesets and to automatically identify, prioritise and categorise your call to action and notifications. Wealth Dynamix solutions make the complex appear remarkably simple.
We are much more than just a technology provider. We recognise that to be leaders in wealth-specific technology you need to first be experts in the industry. With a staff base that brings executive-level experience from well-known financial institutions, when we say we’ve walked in your shoes, we mean it. Couple that experience with those who have worked at some of the best-known consultancies and with our technical know-how, and we can say, with confidence, that we don’t think you will find a more complete partner to help you reach your goals.
We understand the challenges that change can bring. That is why we have designed delivery processes that work in harmony with the change management process. Don’t just take our word for it. Take the word of our clients, who range from global Tier 1 companies with multi-jurisdictional deployments, to single location boutiques and challenger banks.
From technology vendors to the Microsoft framework and your back-office platforms, Wealth
Dynamix’s open ecosystem integrates seamlessly with over 40 different systems. Talk to us about how
we can make your wealth management processes smoother with your existing software.
27 February 2024
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
24 February 2024
There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.
3 min. read