Our Solutions
Do more with a holistic Client Lifecycle Management platform
A client lifecycle management solution does more than even
the best client relationship management solution.
ENGAGE, ONBOARD AND MANAGE CLIENTS
Seamlessly engage, onboard and manage clients using either our end-to-end holistic Client Lifecyle Management (CLM) solutions, or modular capabilities around prospecting, CRM, Digital On-boarding and more.
SOLUTIONS TO SUPPORT THE WHOLE LIFECYCLE
Our Client Lifecycle Management (CLM) solutions help firms across the whole client lifecycle, from the initial introduction of a new prospect and the engagement with them, through to same-day onboarding and then finally the ongoing and pro-active management of their relationship as a client.
All this within a single holistic workflow and 360-degree view, increasing productivity across the front and middle office, driving enhanced client satisfaction all while remaining compliant.
ENGAGE
Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline.
ONBOARD
Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally.
MANAGE
Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships.
WHY CLM IS SO MUCH MORE THAN CRM
While CRM systems focus on front-office activities, good CLM systems recognise that the client lifecycle involves complex processes and collaboration among various departments.
What CLM offers wealth managers is a broader and deeper capability to support the entire client journey, including onboarding, managing, servicing, and re-engaging clients. By capturing every data point and touchpoint in a client’s journey, CLM creates a 360-degree view of the client lifecycle, enabling actionable insights into client preferences and empowering advisors to make timely recommendations. Invaluable for wealth managers, much better outcomes for clients.
Here’s just some of the recent results our clients have experienced
TYPES OF FIRMS WE SUPPORT
Wealth management firms
Discretionary fund managers
Private banks
Asset managers
Multi-family offices
BUSINESS BENEFITS
Clients can engage via their preferred channels, self-servicing where appropriate, or engaging their relationship management team when they prefer via traditional channels over digital channels. This ensures firms can continue to provide a seamless multi-channel service that focuses on building trusted relationships with clients, rather than spending time on administrative tasks.
Using prospect capture, assignment, tracking and pro-active engagement we help convert more deals, more quickly. Our platform also streamlines onboarding, reducing the time taken to onboard a client to a single day, vastly improving the time to revenue.
Automated rule-based workflows and our ‘compliance by design’ approach 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.
Smart alerts and recommendations can be surfaced from high quality data and our in-built rule-based logic, prompting users to take the most effective next actions. This can improve service delivery and client experience, and help staff identify how a relationship can be broadened – for example with new product ideas.
The processes and procedures across the client life cycle are often complex and involve members of numerous teams (e.g. compliance, legal or operations). Our CLM capabilities provide a single, seamless and fully digitised platform, allowing all these different roles to collaborate in harmony within a single audited platform.
WHAT WE PROVIDE
360-degree view of each client
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 leading to improved customer satisfaction, increased sales, and reduced churn.
Deeper client insights
We use AI and machine learning to provide deep insights into your clients, so you can make better decisions. We analyse real-time data and visualise trends into client sentiment to help you recommend the right products and services.
Collaborate seamlessly and save time
Our solutions give everyone in the firm, from front-line advisors to back-office staff, their own role-based dashboards with relevant data and alerts. This ensures that everyone has the information they need to do their job effectively. By using a single platform, everyone in the firm can collaborate seamlessly. 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.
Embedded compliance in a single solution
Our sophisticated workflow engine integrates your policies and regulations into your processes, reducing errors and manual tasks. Every interaction on every channel is tracked providing a full audit trail to evidence regulatory compliance – or to flag risks that require prompt mitigation.
Fully digital logic-driven workflows
Our end-to-end digital workflow capability eliminates friction from onerous processes while parallel processing increases efficiency. Check lists, document templates with pre-population and digital signature capabilities make handling even the most complex processes simple.
Digital-first, omni-channel servicing
Our solution is ‘digital-first’ and includes features that appeal to the new generation of digitally-savvy, high-net-worth clients, such as real-time messaging, video, voice, and collaboration tools. This allows advisors to interact with their HNW clients via their preferred channels from anywhere and at any time – all within a secure environment.
TWO DIFFERENT DEPLOYMENT OFFERINGS
Because every firm is different, we’ve built our solutions to tackle any element of the client lifecycle management – or all of them. Both solutions offer the full range of CRM, CLM and Onboarding capabilities, but provide flexibility in both where and how the solution is deployed into a firm.
Highly configurable SaaS CLM solution
Our CLMi solution is a highly configurable Software-as-a-Service (SaaS) product, providing capabilities across prospecting, onboarding and ongoing engagement. Firms can rapidly realise benefits such as same-day digital onboarding through pre-configured best-practice templates, industry connectors, and our fully open architecture. Our templates cover firms from UHNW family offices and boutique wealth managers to enterprise-scale multi-jurisdictional private banks.
Highly customisable CLM & CDM platform
Firms already working with Microsoft Dynamics – or looking to utilise the Microsoft Platform – can leverage our WDX1 solution, which can be adapted to meet complex Client Lifecycle and Customer Data Management (CDM) requirements for large Wealth Management Firms and Private Banks. Support for custom code branches, Open APIs, private cloud deployments and custom release schedules, all built on our industry-leading data model and capabilities, helps manage complex client requirements without compromise.
DELIVERING OUTCOMES AND NOT JUST SOLUTIONS
Our solutions are successful because they are designed to directly address the challenges faced by firms. They are the result of our deep domain experience and, most importantly, a global network of leading wealth managers whom we can call our clients.
Gain a better understanding of the business across the entire lifecycle supporting continued improvement:
- Maximise efficiency right across the business
- Minimise decentralised data
- Lower business risk with proven solutions for compliance and digitisation of internal best business practice
- Have confidence in ability to scale without prohibitive increases in staff headcount
- Lower the cost of keeping pace with new technology and regulations
Spend less time navigating between systems:
- Have confidence in a ‘single source of truth’
- Reduce administrative time spent preparing for meetings
- Realise a better understanding of complex processes
- Gain a better understanding of clients, prospect and intermediary relationships
- Simplify workload
- Minimise paper forms and re-keying
Engage clients through their preferred channels, and deliver personalised and value added services:
- Improved content
- Right channel, right time
- Digital options
- More timely communications
- Consistency of service
- Fast pain-free onboarding experience
- Personalised experience
Speak with an expert
LATEST INSIGHTS
29 July 2026
How perpetual KYC supports a proactive compliance framework
As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.
5 min. read
19 June 2026
The future of onboarding: Embracing a holistic client lifecycle management approach
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
5 min. read
26 May 2026
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
