Our Capabilities
Client Relationship Management (CRM) solutions
Transform how you manage relationships with our digital-first solutions.
DIGITAL-FIRST TOOLS FOR TOMORROW'S WORLD
Our client relationship management solutions provide a digital-first 360-degree view of your prospects and clients.
Client Relationship Management (CRM) solutions are the key to enhancing client satisfaction, achieving consolidated and compliant client files, and streamlining ongoing management operations, whilst also supporting a more collaborative team-based approach to servicing your customers.
Our client relationship management solutions can be deployed to manage client, prospect, and intermediary relationships, excelling in modeling both simple relationships and complex ones such as corporate, trust, and charity clients or multi-level intermediary networks. The solutions have been designed to be more than just a standard CRM, enabling you to manage complex family and corporate relationships.
BUSINESS BENEFITS
Using a centralised source of data, our client relationship management solutions provide a 360-degree view of client profiles including contact information, financial goals, investment preferences and communication history. Added to this can be an integrated view of the clients products and portfolios, from holdings and transactions to asset allocation and performance. This centralisation allows all teams to access real-time information quickly, enhancing client interactions.
Find out more about how our solutions go beyond basic CRM through our Advisor Dashboards.
Data is possibly your most important asset and we help protect it from external factors, as well as providing sophisticated internal access controls. Overall system security, including vaultless tokenisation methods, ensures that your data is fully protected.
Task management capabilities streamline routine tasks and processes, enabling better collaboration within teams and freeing up front office staff to focus on adding value rather than tracking routine administrative tasks. In an era of remote working, integration with collaboration tools such as Microsoft Teams allows for real-time internal engagement to support clients, removing the need to rely on email to manage tasks.
Our CRM solutions are designed to either work natively with Microsoft SharePoint as a secure and audited document store, or integrate to the document management solution of your choice. Our document layer provides a library of version-controlled documents ready to be deployed to pre-defined workflows, pre-populated using existing client data and electronically circulated for e-signature.
Our CRM solutions are closely integrated to the Microsoft Office suite of products, allowing emails and appointments to be seamlessly tracked into your client file. Additional integrations to telephony systems, as well as digital channels such as secure messaging and chat ensure all your interactions can be managed without an administrative overhead.
Wealth Dynamix enables seamless management of your prospects, from managing interactions and business opportunities to undertaking early automated segmentation and qualification to help front office teams understand where their time is best invested. You can find out more about our specific Prospect Management capabilities here.
Key Capabilities
Manage complex HNW and corporate relationships
Model not just individual contacts, but broader family relationships, corporate entities and intermediaries that you manage relationships with. Our industry-leading data model makes creating and visualising complex relationships simple, through graphical hierarchies and network insights.
Our solutions also allow us to represent a wide range of client-to-staff relationships and agreements, including multi-booking centre, multi-custodian and cross-jurisdictional relationships.
Seamless integration
Our CRM module seamlessly integrates with your wider architecture, so you can either use our solutions as your central file or update our system automatically. This ensures consistency, quality, and accuracy and allows you to achieve and establish a single source of truth.
Communication history
Our client relationship management tools log all interactions, including emails, calls, meetings, and notes, enabling advisors to have a complete view of client engagement. Integration with Microsoft Office and other communication tools removes the need to manually file interactions, removing a significant contributor to the administrative burden whilst simultaneously improving the completeness and accuracy of interaction tracking.
Task and appointment management
Automated alerts ensure users never forget a task or are left guessing as to what action to prioritise. Effective task and appointment scheduling features within role-based dashboards help everyone stay organised and ensure timely follow-ups with clients.
Access control models
Within the platform, our sophisticated access model engine ensures that you can apply appropriate restrictions for your business, from locking access to specific teams to implementing access blocks between regions or branches.
Encryption and tokenisation of client data
Our platform provides encryption proxies and enhances personally identifiable information (PII) data privacy and protection. All our solutions are capable of complying with Global regulations such as GDPR, nFADP, and more.
360-degree client view
Wealth managers can view all information collected on the client in one place, including KYC, suitability review due dates, documents, service requests, portfolios, planning and banking services, past interactions, and more. This helps them to understand the client better and provide hyper-personalised customer servicing.
Find out more about how our CRM works with our broader Advisor Dashboard capabilities here.
Workflow automation
We automate almost every conceivable administrative management task via our workflow engine, taking the guesswork out of processes and procedures. Our capture-once-use-many-times approach to data entry reduces the administrative burden for wealth managers and other front, middle, and back-office staff.
See more in our Client Servicing Capability summary.
Next best action recommendations
With AI-driven capabilities, the solution can detect underlying trends, sentiments, and preferences of clients, helping you to identify automatically generated next best actions. This includes alerts on opportune times to engage with clients and relevant product recommendations.
Cross client, team, branch & business dashboards
Our Advisor and Management dashboards allow you to gain not just a 360-degree view of individual clients, but also a broader 360-degree view across all contacts you manage, either at an individual, team, branch, or business level. Our dynamic dashboards can be heavily personalised, and allow you to keep track of tasks and actions as well as proactive engagement alerts, such as neglected contacts.
See more in our Advisor Dashboards capability summary.
Document management
Our CRM solutions are designed to either work natively with Microsoft SharePoint as a secured and audited document store or can be integrated into the document management solution of your choice. This removes the need for staff to access multiple systems, they can see and interact with documents as part of their cross-systems and customer 360-degree views. Our solutions also track expiring documents – such as W-8BEN forms – and alert staff when these need to be reviewed.
Our document management capabilities also provide a library of version-controlled documents ready to be deployed on an ad-hoc basis or as part of pre-defined workflows. Documents can be populated using existing client data and electronically circulated for e-signature.
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LATEST INSIGHTS
17 April 2024
Achieving profitability at scale: the potential for AI
We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.
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2 April 2024
Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head
Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.
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21 March 2024
Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.
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