Our Capabilities

Omnichannel and digital communications

Delivering enhanced customer experience through more responsive, personalised communications whilst supporting maximised operational efficiency. 

TRULY PERSONALISED COMMUNICATIONS​

Our omni-channel communications enable you to serve customers more effectively and more efficiently via their preferred channels, supporting a highly engaged customer base whose expectations are continually exceeded.

BUSINESS BENEFITS

Key Capabilities

Integrated prospect engagement

Potential clients can engage your firm via secure chat solutions and embedded forms, with engagement and communications integrated into a single view of the prospect’s journey. 

Integrated prospect engagement
Intelligent marketing automation

Intelligent marketing automation

Our marketing solutions are powered by industry-leading marketing automation platforms, allowing you to create highly automated, accurately targeted campaigns. The effectiveness of campaigns as a whole and each customer’s engagement within a given campaign are tracked within our client lifecycle solutions. Understand website clicks, downloads, and event registrations whilst measuring performance against targets and KPIs in real-time, enabling continual improvement in the quality and effectiveness of marketing communications.

Secure chat & messaging

Send secure messages and engage clients in real-time via a secure chat, all from a centralised advisor workstation. Initiate new servicing cases directly from an interaction or use our intelligent recommendations to connect to an existing servicing event. As with all client touch-points, secure chat and messaging communications are consolidated into the client’s 360-degree view of any customer they concern.

Secure chat & messaging
Microsoft Outlook integration

Microsoft Outlook integration

Use templates and centralised sales literature to quickly create client emails and meeting invitations, with our native email integration pulling in key client details and enabling seamless storage of these activities in our CLM solution, enabling notification of upcoming meetings as well as complete audit record of all customer email and meeting interactions as part of the wider client 360-degree view.

Telephony and Microsoft Teams integration

Integrate to Telephony Solutions, from enabling ‘360-views’ to be automatically loaded when a client calls in, to integrating with video conferencing tools such as Microsoft Teams to automatically store transcriptions of video calls.

Telephony and Microsoft Teams integration

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LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

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

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