Our Solutions
Our Solutions
A revolutionary, quick start, SaaS-based CLM product utilising leading cloud technologies with embedded best practices and workflows to allow rapid adoption.
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A revolutionary, quick start, SaaS-based CLM product utilising leading cloud technologies.
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SUB-HEADING
Reduced TCO (total cost of ownership)
CLMi operates on Cloud technology which reduces the total cost of ownership (TCO) as there are no initial infrastructure overheads to factor in and therefore lower upfront costs.
With “land and expand” approach wealth management firms of all sizes can take
SUB-HEADING
Security-first
We know that your most precious commodity is your clients’ data which is why we invest heavily in cybersecurity measures and glocal security and compliance standards. CLMi features some of the most sophisticated security options, including tokenisation of client identifying data.
SUB-HEADING
Rapid deployment
Need to move fast? Because CLMi is pre-configured for the wealth management industry we’re confident that it will start delivering value almost immediately. CLMi can be delivered as a ‘sandbox’ to allow you to understand the art of the possible on your CLM journeys.
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Benefits to your firm:
Key Capabilities
360-degree view via a single solution
With a 360-degree view of your clients, we give advisors the power to provide hyper-personalised service. We collect data from all touchpoints to create a complete picture of each client, so advisors can deliver the right message, at the right time, through the right channel. This can lead to improved customer satisfaction, increased sales, and reduced churn.
Increased efficiency with embedded compliance
Automated rule-based workflows ensure compliance with internal best practices and regulatory requirements across all aspects of engagement, onboarding, and relationship management. These workflows are fully auditable, providing defensible and demonstrable compliance, which mitigates risk to your firm and protects your clients.
Role-based dashboards
CLMi gives everyone (from front-line advisors to back-office staff) their own role-based dashboards with relevant data and alerts. These role-based dashboards provide an at-a-glance view of all new actions, outstanding tasks and upcoming activities whether advisor, prospect, client or team generated. This can lead to significant efficiency gains, as teams no longer have to waste time duplicating work or trying to find information that is stored in different systems.
Our fully digital workflows include:
- Fully audited journeys and approvals providing the ability to ensure each client onboarded always follows best practices and passes through the appropriate compliance stage gates.
- Intelligent KYC & Client Forms which dynamically adapt to request the right amount of information based on the products, client type and jurisdiction. These can be completed by staff, via a screen share, or on a ‘self-service’ basis by the client.
- Document Decision Trees identify the forms that are needed to be signed by clients based on various factors, pre-fill these, and allow you to either sign in the traditional fashion or sign digitally using DocuSign
Click below to see more capabilities.
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LATEST INSIGHTS
17 mai 2026
Repenser la prospection dans la gestion de fortune : une nécessité dans le marché dynamique d’aujourd’hui
Le modèle traditionnel de gestion de patrimoine n'est plus adapté au marché dynamique d'aujourd'hui. Pour prospérer, les entreprises doivent se lancer dans la prospection en instaurant une culture qui privilégie la segmentation de la clientèle, l'allocation des prospects, l'amélioration des performances, l'autonomisation des jeunes banquiers et l'engagement numérique personnalisé.
3 min. de lecture
28 avril 2026
Pourquoi l’Onboarding ne peut pas être externalisée
Augmentez vos actifs sous gestion, rationalisez vos opérations et prenez le contrôle grâce à la plateforme complète de gestion de patrimoine de Wealth Dynamix.
5 min. de lecture
16 avril 2026
Pourquoi la clé d’un onboarding efficace réside dans une vision globale du parcours client
Pour de nombreuses entreprises, l'expérience d'onboarding d'un client correspond à la première fois où celui-ci est confronté « en face à face » aux processus et aux opérations d'une société de gestion de patrimoine ou d'une banque privée. La qualité de cette expérience peut donner le ton de la relation future et façonner les attentes du client, mais comme un tiers des entreprises mettent plus de trois mois à intégrer leurs clients, cela peut également représenter une occasion manquée.
5 min. de lecture