Our Capabilities
Elevate your prospect engagement experience
Wealth Dynamix gives you everything you need to manage
and engage with your prospects in a meaningful way.
WIN CLIENTS & GROW WALLET SHARE
Attracting new clients and growing wallet share takes time and money – so you want to make the most of each and every opportunity.
BUSINESS BENEFITS
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.
Wealth Dynamix’s analytics and reporting tools give staff the ability to visually review their individual, team or firm’s pipeline, supporting revenue forecasting and target tracking, and ensuring effective pipeline management.
Wealth Dynamix’s marketing automation and campaign tools allow you to execute targeted marketing campaigns and events. This means that you can reach the right prospects with the right message at the right time.
KEY CAPABILITIES
See all your prospects and their stages at a glance
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.
Make a great first impression with 360-degree dashboard views
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.
Ensure data accuracy with dynamic forms and logic-driven workflows
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.
Log and track all interactions
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.
Integrated marketing dashboards
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.
Insight generation tools
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.
ADDITIONAL CAPABILITIES
Ensure compliance at every stage
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.
Improve campaign engagement with marketing automation tools
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.
Choose the right channel for each client
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.
Embed AML screening as part of your prospect process
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.
Seamless integration with banking and intermediary portals
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.
Speak with an expert
LATEST INSIGHTS
26 November 2025
Why first impressions matter: Rethinking onboarding in wealth management
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
25 November 2025
Can AI automate trust in Wealth Management? Why technology must strengthen, not replace, human relationships
Artificial intelligence is reshaping wealth management, but trust remains firmly rooted in human relationships. As clients adopt AI tools at pace, private banks and wealth managers must strike the right balance between automation, personalisation and transparency. This article explores how AI can strengthen, rather than replace, the advisor–client relationship, the foundations required for safe and effective deployment, and the steps firms must take to scale personalised engagement responsibly.
5 min. read
19 November 2025
Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
3 min. read