Our Capabilities

Managing client data

Effortlessly manage customer data across the entire client lifecycle and seamlessly integrate with your wider systems landscape to establish a single source of the truth.

DATA – A CRITICAL FOUNDATION

The completeness, consistency and accuracy of data plays a pivotal role in a wealth management business, supporting everything from compliance, to the efficiency of operations to the generation of meaningful business insight.

BUSINESS BENEFITS

Key Capabilities

Reporting, insights and analytics

Reporting, insights and analytics

Our data models are optimised to provide truly insightful reporting, insights and analytics, spanning customer relationships, intermediary relationships, all processes managed, team activities and more. Analyse your pipeline, view trends in process efficiency over time and understand team performance versus targets, leveraging either our in-built visualisation tools or by connecting our optimised data to your own visualisation solutions.

End-to-end data encryption

All customer data and documents and encrypted in transit and at rest. Even where our solutions are delivered in the cloud, our tokenisation capabilities ensure unencrypted data never leaves your firm’s network, allowing you to combine the power of cloud technology with the comfort of complete data security.

End-to-end data encryption
Data segregation and access controls

Data segregation and access controls

Manage complex business models including multi-booking centre set-ups and multi-booked clients within a single system. Ensure staff only see the data that they need to, segregating data be at the ‘relationship level’ to ensure that staff only have access to the elements of a relationship relevant to them based upon their role within the customer relationship and within the wider business. 

Multi-jurisdiction support

Where operations are spread across multiple jurisdictions our intelligent data capture forms, document checklists and the wider workflows in which they are embedded can automatically adapt based upon the relevant jurisdiction, providing comfort that local best practice and regulation is fully considered, irrespective of the scope and complexity of your business landscape.

Multi-jurisdiction support
Full auditing & querying

Full auditing & querying

Our solutions provide comprehensive audit of all data creations and update across the entire client lifecycle, allowing you to understand exactly what was changed, when it was changed and by whom.

Sophisticated client data model

Our solutions support the modelling of a full range of client types, from individuals and joints to complex relationship types such as trusts, corporates and charities. Our solutions also understand that one person or entity may be connected to multiple client relationships, understanding the unique data and document requirements associated with each client connection to provide a consolidated set of data and document requirements for each person or organisation, maximising the easy and efficiency of data provision and maintenance.

Sophisticated client data model
Access controls and security

Access controls and security

Our sophisticated access control model allows you to apply the best practice ‘least privilege’ principle, ensuring staff heave exactly the information and functional entitlements necessary to effectively and efficiently perform their role, but nothing more. This capability allows focused business operation, but also fully respects the sensitivity of your customer data.

 

'Four-eyes' and maker/checker workflows

Any data or document provision or update can be enabled with a ‘four-eyes’ or ‘maker/check’ review and approval workflow. Combined with the data validation and coherency checks built directly into out intelligent forms, this capability helps to establish the absolute highest quality of data in which you can have complete confidence, whilst providing an additional layer of assurance from a compliance perspective, particularly where the data provided or change is of a sensitive nature or where there may be down-stream impacts or sub-processes triggered.

Four-eyes and maker checker workflows
Capture once use many approach

Capture once use many approach

The design of our solution reflects a ‘capture once, use many times’ principle to data management, allowing data and documents to be automatically reused across the lifecycle and across the multiple client relationships to which an individual or entity may be connected. Additionally, our integration layer combined with our comprehensive data mastering rules allows this principle to be extended across the wider systems landscape of the firm.

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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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