Wealth Dynamix gives you everything you need to manage
and engage with your prospects in a meaningful way.
Attracting new clients and growing wallet share takes time and money – so you want to make the most of each and every opportunity.
Wealth Dynamix gives you a 360-degree view of your prospects so you can nurture them effectively. This includes information about their contact details, as well as interactions, connections, interests, needs, pain points and more, to provide hyper-personalised services and engagement.
Advisors can easily manage all their leads and opportunities with our drag-and-drop feature and 360-degree view of prospects. See all your prospects and their stages in one place, so you can take effective, quick actions and close more deals. This automatically drives oversight dashboards, which provide visual summaries across the broader pipeline and support areas such as forecasting.
Get a complete view of your prospects with our 360-degree prospect view. Easily digestible diagrams and relevant alerts give advisors a deeper understanding of the prospect so they can provide a hyper-personalised service and make a great first impression.
Our dynamic forms intelligently generate the right fields for each client type, ensuring that you quickly collect the correct information. They also cover multiple different client types, from individuals to charities, trusts, and companies. This, along with our dynamic workflows and next-step alerts, provides an intuitive and easy process for wealth managers to convert prospects into clients.
Our early-stage data capture capabilities ensure that all interactions, notes, and know-your-prospect details are logged and tracked. This data can then be reused for other parts of the client journey, such as onboarding or client management, which prevents the need to re-key data and reduces manual errors, and makes processes much more efficient than before.
Our real-time dashboards give wealth managers, product managers, and marketing teams a single view of all product nurturing and marketing campaigns. This allows them to coordinate their efforts and track the results of their campaigns in real-time, ensuring the effectiveness of these strategies.
Get to know your prospects like never before. Our AI-driven insight generation tools help wealth managers gain a deeper understanding of their prospects and provide hyper-personalised service. The tools detect underlying trends, individual preferences, and prospect sentiments to identify the next best action to take.
Our engage module helps you embed your organisation’s compliance processes in the prospecting journey, including early screening, fact-find, data protection (such as the EU’s GDPR), and process-engine rules thereby ensuring that you are always compliant with regulations during your prospect process.
Our marketing automation tools help you target your campaigns more effectively by tagging and segmenting prospects based on their interests leading to more relevant engagements and higher response rates.
Engage with prospects on their preferred channels, such as online chat, video calls, or co-browsing.
Our omni-channel solution makes it easy to choose the most productive and preferred channel for each client.
Wealth Dynamix connects with leading AML providers to automatically screen prospects (both individuals and legal entities such as companies and trusts) so that potential compliance issues can be identified early.
Our prospect engagement module seamlessly integrates with your banking and intermediary management portals, so you can manage all your leads from a single solution.
This ensures consistency, quality, and accuracy in your pipeline, as well as compliance.
1 February 2024
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
17 January 2024
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
4 January 2024
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