Business Benefits

Hybrid advice and client servicing

Elevate client engagement with a hybrid approach to advice and servicing.

FORTIFY
YOUR WEALTH MANAGEMENT FIRM

Delivering a highly differentiated, cost-effective service proposition that ensures retention of existing clients, attracts and engages new ones.

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

Benefits To Your Firm

Exceed client expectations

Today’s wealth managers and private bankers need to strike the right balance between the traditional personalised human engagement of the industry, and the on-demand, digital-first expectations of today’s clients. 

Exceed client expectations
Enhance advisor effectiveness

Enhance advisor effectiveness

By offering a mix of human interactions and digital self-service tools, hybrid servicing models enable firms to provide a ‘best of both worlds’ solution. This combines a traditional ‘white-glove’ service with the convenience and speed of digital solution, while driving a level of efficiency that allows them to offer their services at a highly-attractive price point.

The ability to scale quickly and profitably

By leveraging self-service onboarding technology integrated to an underlying onboarding orchestration solution, firms can use automation to rapidly service clients in a low cost fashion, without compromising on customer experience. Leveraging Wealth Dynamix hybrid technologies positions a firm to rapidly scale its customer base business without a parallel increase in internal staffing.

The ability to scale quickly and profitably
Improved compliance

Improved compliance

Efficiency does not mean cutting corners. Quite the opposite. Efficiency delivered by Wealth Dynamix brings the parallel benefits of increased business and best practice rigour. It embeds compliance rules by design with consistently executed processes that automatically identify and escalate any compliance related exceptions. 

Accordingly, Wealth Dynamix’s self-service capabilities provide the option to add additional compliance assurance into a wide range of ongoing servicing processes, from periodic reviews of KYC or suitability, to ad hoc changes to customer addresses, client structures and much more.

24/7 service

Hybrid service solutions provide a means to meet the ‘anytime, anywhere’ expectation of today’s clients. Our solutions can provide instant access to what customers most want to see:

  • Product and service information
  • KYC data, risk profile and ESG attitudes questionnaire
  • In flight case status; new account opening, complaints, reviews and more
  • Document history  
24-7 service
Reduced operational costs

Reduced operational costs

The downward pressure of margins means wealth management firms are keen to identify ways to minimise internal costs across the business. Our digital-first client self-service capabilities and a hybrid servicing strategy enable you to deliver efficiencies across a number of business areas, while simultaneously improving customer experience. In short, we help you reduce cost while doing more business. It’s a win, win situation.

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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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