Our Capabilities

Frictionless client onboarding

Create a streamlined onboarding journey, providing an exceptional experience to clients and easy-to-use automated tools for your staff.

ACCELERATE CLIENT ONBOARDING

We streamline and improve the process like no other technology provider, with a unique hybrid approach.

BUSINESS BENEFITS

Our end-to-end onboarding capabilities revolutionise the client onboarding experience. It automates internal processes, and removes paper and manual tasks, while supporting digital engagement for clients.

KEY Capabilities

Supporting a range of client types

Supporting a range of client types

As well as direct clients, our technology also supports more complex client types such as related parties, trusts and corporate entities. Processes and forms dynamically adapt to each scenario to ensure only appropriate information is captured. As well as complex client types, we also support complex business models including multiple business lines, product types and multi-booking centre set-ups.

Digital client self-service

Our digital self-service capabilities enable clients to easily provide personal details, complete their risk profile, and send, receive and sign documents at their convenience. Communication is made easy too, via message, phone and video capabilities.

Digital client self-service
Scale up with peace of mind

Scale up with peace of mind

Scale front office teams without scaling costs or compromising on service levels or compliance adherence. Intuitive tools, automated parallel processes, and embedded AML, Suitability and Cross-border business rules and regulation all combine to make the process faster and more compliant both locally and globally.

Making the process painless

We help advisors accelerate the process and improve record-keeping with automated onboarding. Processes are automated internally by dynamic workflows, automatically routing and assigning tasks, as well as providing comprehensive audit trails for compliance. We allow clients to assign tasks to the correct roles automatically, with appropriate triggers and alerts to the right parties.

Making the process painless
Single source of data

Single source of data

An enter-once-use-many-times approach reduces error rates and removes repetitive administrative tasks. Data is updated in real-time, validated and then re-used across the whole process, from screening to report and account opening document generation.

Single transparent view

Wealth Dynamix eliminates the need to log into several systems to track progress, find data and re-key during the onboarding journey. We enable collaboration between all teams – using the same system, at the same time. The parallel processing of documents enables departments to work concurrently, while pre-built integrations to Risk Profile, AML, and other tools remove the need to step between differing systems.

Single transparent view
Client Due-Diligence

Client due-diligence

Our solution is tailored to meet compliance requirements using intelligent KYC capture which adapts to each client type, their role, domicile, and the products to be sold. This allows the capture of detailed information across contact details, KE&U (knowledge experience, and understanding), ESG, Financial Situation, and more. Combined with our Suitability & AML risk scoring engines, you can monitor the suitability of advice and proactively highlight overall client risk.

Paperless processing

Our onboarding module eliminates delays caused by paperwork and manual form signings, by incorporating e-signatures, document generation, pre-population, checklist, and distribution capabilities – together with their integration with client digital self-servicing.

Paperless processing

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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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Client Onboarding