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

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

29 May 2024

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for wealth managers, today announced a strategic partnership with Oxford Risk, experts in behavioural finance and financial well-being.

3 min. read

Scaling for the future: strategies for the evolving Wealth Management landscape

23 May 2024

Scaling for the future: strategies for the evolving Wealth Management landscape

Hubbis recently hosted the Wealth Management Forum in Malaysia focusing on the trends, opportunities, and challenges for the industry.

5 min. read

Achieving profitability at scale: the potential for AI

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.

5 min. read

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