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

Thought-Leadership

22 November 2023

Operating your Client Lifecycle Management solution from the Cloud

Cloud technology can secure diverse benefits for wealth management firms seeking greater efficiency and improved cost-to-income ratios. Read on for ways to safeguard the success of your migration.

5 min. read

Thought-Leadership

16 November 2023

Build vs buy? The CLM expert’s view

High-quality client service for HNWIs and UHNWIs is mission-critical for any wealth management firm to prosper, but how do you achieve it? We unravel the long-standing ‘build versus buy’ debate.

5 min. read

Thought-Leadership

14 November 2023

Dear CEO: A direct call to action

Our latest article dives into the FCA's recent mandate for wealth managers and the implications of their statement that supervision will become “more targeted, intrusive and assertive".

3 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