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
Remove friction by enabling clients to interact on their terms with support for a comprehensive range of channels including mobile apps, websites, social media, email, video conferencing and more.
When cross-client engagement is required, clients must continue to receive highly personalised service. Our solutions allow you to deliver superior service at scale. Intelligent segmentation and the use of artificial intelligence allow a wide range of appropriate content to be delivered with a personalised touch, ranging from market news and firm insights to new product announcements and firm events.
Break down silos between marketing, business development, relationship management, and customer servicing teams by reflecting customer preferences, segments, communications, and marketing engagements – both planned and completed – within our client 360-degree views.
Embedded secure chat, app notifications, and video conferencing allow clients and advisors to engage in real-time, rather than more passive channels such as traditional email or post. Enabling these channels allows clients and staff to react more quickly whilst delivering greater convenience to customers.
Our communication solutions provide a comprehensive audit of all client communications, helping firms to communicate whilst respecting data privacy-related regulations such as the EU’s GDPR, the UK’s Data Protection Act, Singapore’s Personal Data Protection Act, and the California Consumer Privacy Act.
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.
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.
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.
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LATEST INSIGHTS
1 October 2026
Client lifecycle management: a new driver of performance in wealth management
Faced with increasingly demanding clients and an ever more complex regulatory environment, wealth management professionals are being forced to rethink how they operate. Since 2012, Wealth Dynamix has been digitising the client journey through its client lifecycle management platform, restoring the central role of advice.
5 min. read
29 July 2026
How perpetual KYC supports a proactive compliance framework
As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.
5 min. read
19 June 2026
The future of onboarding: Embracing a holistic client lifecycle management approach
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
5 min. read
