Solutions
Advisor Workstation
Automated, paperless and omnichannel client management minimising manual administration, delivering intelligent insights, hyper personalisation and a premium client service
EMPOWER ADVISORS
How can wealth managers equip advisors to maximise revenues and optimise client service?
Advisors are frustrated. Most still manage client relationships manually, set priorities and monitor actions on emails, spreadsheets and notebooks, and use numerous systems to access documents and siloed data. With little integration between systems, numerous logins and no consolidated view of each client relationship, determining next best actions and evaluating performance is exceptionally challenging.
Essential tasks can take days or weeks to complete – and even then the output may be inaccurate or missing critical compliance data. Instead of spending the majority of their time on reactive tasks and administration, advisors want to deliver positive outcomes for clients. Clients become irritated when responses are slow or off target, and when asked repeatedly to provide the same information. Â
The impact on client satisfaction, revenues, client churn and advisor attrition can be profound.
WHO BENEFITS FROM A CLM SOLUTION?
Compliance
Relationship Managers
Sales & Marketing
Management
Operations
Support
IT
Clients
Every interaction is engaging, relevant and insightful. Whether conversing with an advisor, or updating data on a digital portal, every client’s experience is time-efficient, rewarding and satisfying.
Compliance
Be assured that compliance obligations are met. Automated triggers and interconnected workflows ensure that the right checks are made, at the right time, including all required documents.
Relationship Managers
Manage more clients and increase AUM. With enhanced insights, a 360-degree view and more time to spend on proactive revenue-generating work, you will achieve more profitable outcomes for all.
Sales & Marketing
Create more appealing, relevant and personalised campaigns. Whether prospecting or nurturing, your pipeline is managed more effectively and conversion rates increase.
Management
Be alerted to new opportunities, emerging bottlenecks and rising risks. View data from numerous sources within a single, role-based dashboard for maximum oversight and business control.
Operations
Provide enhanced client experience having the ability to better segment clients and understand overall client sentiment.
Support
Deliver seamless inter-departmental processes and a frictionless client experience. With integrated workflows, onboarding and in-life reviews are scheduled and executed quickly and efficiently.
IT
Drive better data quality and integration to aid business decision making and revenue growth. Facilitate process efficiency and customer service across the client lifecycle through digitisation and automation.
Clients
Every interaction is engaging, relevant and insightful. Whether conversing with an advisor, or updating data on a digital portal, every client’s experience is time-efficient, rewarding and satisfying.
How can Wealth Dynamix equip advisors to focus on client service not administration?
Our single Advisor Workstation delivers a 360-degree view across all client relationships, offering the insights and analysis needed to transform client service. Wealth Dynamix requires just one sign-in and provides one place to go for drill-down access to all underlying systems and data.
By consolidating client data into modern, easy-to-interpret graphical dashboards, advisors gain digitally-generated reports and intelligent data-driven insights that drive client advice.
By extracting signals from the mass of data captured throughout the client lifecycle advisors receive automated next best recommendations and are alerted to changing client priorities, as they arise.
With a single client view, shared across your organisation, you can collaborate in real time across all client servicing functions. You will have the time and insights required to build more proactive and fulfilling client relationships that foster client loyalty and increase lifetime value.
EBOOK: 10 REASONS TO CHOOSE WEALTH DYNAMIX
Introducing the ten-fold benefits of an end-to-end CLM solution purpose-built for wealth managers by WealthTech experts.
Our pioneering and transformative CLM processes using applications of data modelling, predictive analytics and sentiment analysis are just as innovative today as they were when we launched more than 10 years ago.
Discover why the world’s most successful private banks and wealth management firms choose Wealth Dynamix to deliver operational efficiencies along with exceptional levels of client management and servicing along the entire client lifecycle.
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