Business outcomes

Enhancing customer experiences

Leveraging client lifecycle management technology can deliver scalability, security, and overall client experience.

ENGAGE, ONBOARD AND MANAGE CLIENTS

Seamlessly engage, onboard and manage clients using either our end-to-end holistic Client Lifecyle Management (CLM) solutions, or modular capabilities around prospecting, CRM, Digital On-boarding and more.

Manage new client segments profitably

Managing mass affluent segments can present an opportunity for wealth management firms to grow – but only if they are able to deliver true client value in a cost-effective manner. Firms need to be able to provide a level of personalised service while managing them at scale, without adding significant client servicing costs if the benefits are to be realised. By tailoring strategies and services accordingly, firms can provide the opportunity to provide exceptional and relevant wealth management solutions for these segments and provide a new and profitable revenue stream.

Here’s just some of the recent results our clients have experienced

- 0 %
in front-office administrative tasks
- 0 %
in onboarding time
+ 0 %
in prospect conversion

BUSINESS BENEFITS

KEY CAPABILITIES

Intelligent and comprehensive client profiling and segmentation

Wealth Dynamix solutions allow wealth managers to create detailed profiles of each client – including their financial goals, risk tolerance, investment preferences, family situation, and more. By segmenting clients based on their profiles, wealth managers can provide more personalised advice and services to clients at scale, catering to each client’s unique needs while ensuring processes remain efficient.

Intelligent and comprehensive client profiling and segmentation
Personalised communications

Personalised communications

Automated rule-based workflows ensure compliance with internal best practices and regulatory requirements across all aspects of engagement, onboarding, and relationship management. These workflows are fully auditable, providing defensible and demonstrable compliance, which mitigates risk to your firm and protects your clients.

Efficient data management enhances insights

At the heart of our solution design is a centralised data source including personal information, risk profiles and due diligence, all documents, and communication history. This makes it easier for advisors to access up-to-date information and make informed decisions during client interactions – or when triggering tasks and product recommendations based on insights vastly reducing the risk of missed opportunities.

Efficient data management enhances insights
Task and workflow automation for advisors

Task and workflow automation for advisors

Our CRM system automates routine tasks and workflows, such as scheduling follow-up calls, sending account statements, or tracking document requests. Automating these processes frees up time for advisors, allowing them to focus on more strategic and value-added activities.

Customised financial planning for all clients

Our solutions integrate with financial planning tools enabling advisors to create customised financial plans for mass affluent clients. These plans can consider the client’s goals, risk tolerance, and financial situation, helping them make informed decisions about investments, retirement, tax planning, and more.

Customised financial planning for all clients
Never miss an event with opportunity tracking

Never miss an event with opportunity tracking

Our solutions include the ability to collect deep data for every client and alert advisors to important events in clients’ lives, such as birthdays, anniversaries, or significant financial milestones. This presents opportunities to reach out, strengthen the client relationship, and offer relevant services via appropriate communication channels – and at scale.

Embedded compliance and risk management

Embedded compliance means that advisors can go about developing new business opportunities knowing that compliance is being managed, monitored, and audited on an ongoing basis. Potential risks will be flagged and automated workflows provide recommended adjustments to mitigate them.

Embedded compliance and risk management
Timely and relevant cross selling and upselling

Timely and relevant cross selling and upselling

By having a comprehensive view of each client’s financial situation, we can set triggers to suggest relevant products and services that align with their needs and goals. This can lead to cross-selling and upselling opportunities that benefit both the client and the wealth management firm.

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LATEST INSIGHTS

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.

3 min. read

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

4 January 2024

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

Hubbis recently hosted a virtual discussion focusing on the application and then implementation of the latest digital solutions in the world of Asian wealth management.

5 min. read

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