Wealth Dynamix provides private banks and wealth management firms with the ability to digitally transform and reap cost efficiencies throughout their firm.
We enable digital transformation with cost-effective digital solutions, boosting efficiency and scalability for increased profitability.
In a rapidly evolving market, private banks and wealth management firms of all shapes and sizes need to transform to remain competitive. A key part of this transformation is the cost base, which can be means of increased efficiency, reduced technology costs or scaling the business without a parallel increase in costs.
Wealth management is complex; both the industry and the technology required to support it. The costs of compliance, of onboarding, of the systems required for the business to operate, will always be there – as they are part of the cost of entry to operating in this space. The question is what can be done to minimise them. It’s a question to which Wealth Dynamix solutions can provide the answer.
Wealth Dynamix’s workflow engines are able to transform a wide range of industry specific business workflows, ranging from onboarding and reviews, to change of address, changes of client structure and complaints handling. By bringing intelligence and automation into these processes, Wealth Dynamix are able to eliminate unnecessary admin and deliver exceptional levels of efficiency, whilst dramatically reducing average end to end process completion times to a single day.
Firms often face the challenge of a patchwork of poorly connected, disparate systems. The result? Sub optimal operational efficiency and high BAU run costs. With a comprehensive CLM solutions spanning the entire lifecycle, Wealth Dynamix are able to simplify the systems landscape significantly, driving increased efficiency and reduced run costs.
The Wealth Dynamix Client Lifecycle Management solutions provide simple, straight-forward pricing models that offer superb value for money; a sensible cost base for a solution that deliver sizeable, tangible business benefits that together deliver significant improvements to bottom line profitability.
Through automation, intelligence and the use of digital customer-facing tools, Wealth Dynamix Client Lifecycle Management solutions are able to remove unnecessary administrative overhead, allowing business development team members to focus on doing more business, whilst allowing operational and servicing teams to support an increased volume of clients more efficiently and effectively.
Our solutions are designed to seamlessly scale in a cost-efficient manner; just one more way that, as your business grows, we help to minimise the cost base and to protect bottom line profitability.
1 February 2024
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
17 January 2024
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
4 January 2024
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