At Wealth Dynamix we understand you are challenged daily, logging into numerous incompatible, siloed systems to gain complete information and spending too much time on administration at the expense of client engagement.
We know this because we have sat in your chair and experienced those frustrations too.
Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing.
Ideal for large private banks and the wealth and asset management divisions of global financial institutions, WDX1 offers three fully configurable modules to meet individual customer requirements and is underpinned by industry leading Microsoft Dynamics 365.
Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease of use. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for seamless and automated connectivity.
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline
Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally
Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships
For cost-effective client lifecycle management (CLM), with proven ROI, Wealth Dynamix is the worry-free option.
Wealth Dynamix was the first wealth management technology (WealthTech) firm to revolutionise CLM processes with innovative applications of data modelling, predictive analytics and sentiment analysis.
Our award-winning solution, designed and built by wealth management experts, delivers insightful client data, intelligent automation and time-saving workflows to ensure clients are served quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best recommendations.
27 March 2023
Traditional Wealth Management firms and Private Banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.
3 min. read
23 March 2023
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
15 March 2023
A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.
3 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.