End-to-End Client Lifecycle Management Platform

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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

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.

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.

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.

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

Delivering value throughout the full client lifecycle

Improve
cost-income ratio

Increase
AuM

Improve
Client Satisfaction

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.

NEWS AND INSIGHTS

News

16 May 2023

Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration

Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.

3 min. read

News

10 May 2023

Wealth Dynamix Appoints New Sales Manager Steve D'Souza

Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.

2 min. read

Thought-Leadership

3 May 2023

Winning the Talent War – Attracting Advisors

Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.

5 min. read

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

Trusted by global private banks and wealth managers.

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

Modular client lifecycle management (CLM) powerhouse

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

eBook: 10 Reasons to Choose Wealth Dynamix

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

ENGAGE

ONBOARD

MANAGE