PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More
PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More
PRODUCTIVITY
+ INTELLIGENCE
= HEALTHIER FINANCIALS
Delivering efficiency, revenue and client experience gains throughout the entire client lifecycle.
Learn More

Streamline working practices. Ensure compliance. Revolutionise the way you manage client relationships.

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.

Trusted by global private banks and wealth managers.

Adapt or adopt: two different approaches to client lifecycle management to meet your needs

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Modular client lifecycle management (CLM) powerhouse

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.

DI G I T A L E N G A G E M E N T MA R K E T I N G A U T O M A T I O N C L I E N T A C Q U I SI T I O N P R O S P E C T & O P P O R T U N I T Y MA N A G E M E N T K Y C R U L E S E N G I N E I D & V I NT E G R A T E D A M L RI S K P R O F I L I N G DO C U M E N T G E N E R A T I O N C L I E N T S E R V I CI N G A CC O U N T S E T U P C R M 3 6 0 ° V I E W H O U S E H O L D S & F A M I L I E S

Cloud-based SaaS, quick-to-implement CLM sophistication

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.

C ONN E C T SEAMLESS L Y AND A U T OM A TI C AL L Y BEH A V IOURAL RISK P ROFILING MARKETING A U T OM A TION AML AND K Y C SCREENING C ORE BANKING AND P MS E-SIGN A T URES SELF SER V ICE ANA L Y TI C S AI A PP LI C A TIONS DO C UMENT MAN A GEMENT CLIENT PO R T A L S AND MOR E ... MOBILE FIR S T U X LEAD AND P I P ELINE MAN A GEMENT CLIENT FEED AND N O TIFI C A TIONS CRM AND 36 0 º V I E W S OMNI CHANNELENG A GEMENT AP I DR I V EN RULES AND P ROCESS ENGINE END - T O -END CLIENT ONB O ARDING SEC UR E , C L OUD BASED S A AS SO L U TION CLMi E C O SY S TEM

eBook: 10 Reasons to Choose Wealth Dynamix

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.

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

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

Delivering value throughout the full client lifecycle

Cost-to-income

Improve
cost-income ratio

AuM

Increase
AuM

Client Satisfaction

Improve
Client Satisfaction

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WHY WEALTH
DYNAMIX

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.

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NEWS AND INSIGHTS

TWM Swiss WealthTech Landscape Report 2022

22 November 2022

TWM Swiss WealthTech Landscape Report 2022

Is your firm well equipped to adapt to the growing trend of External Asset Managers? Across Europe, the rise of the EAM is a trend that couples huge potential gains but adds complexity for banks and wealth management firms. Without a CLM you could be missing out on a bridge to increased revenues and reduced costs.

3 min. read

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

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10 Reasons to Choose Wealth Dynamix

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Client Onboarding