A client lifecycle management solution does more than even
the best client relationship management solution.
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.
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.
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.
Wealth management firms
Discretionary fund managers
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.
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.
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.
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.
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.
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.
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.
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.
Our CLMi solution is a Software-as-a-Service (SaaS) product, providing a cost-effective CLM solution for firms without significant internal IT staff, or for those looking for rapid deployment with an out-of-the-box solution still specific to the wealth management sector.
Firms with particularly unique requirements, with a preference for an initial on-premise deployment, or who are already working with Microsoft Dynamics may prefer to use our exceptionally customisable WDX1 solution, which is built upon the foundation of the well-known Microsoft Power Platform.
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:
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