Business Benefits

Hybrid advice and client servicing

Elevate client engagement with a hybrid approach to advice and servicing.

FORTIFY
YOUR WEALTH MANAGEMENT FIRM

Delivering a highly differentiated, cost-effective service proposition that ensures retention of existing clients, attracts and engages new ones.

Here’s just some of the recent results our clients have experienced

- 0 %
in front-office administrative tasks
- 0 %
in onboarding time
+ 0 %
in prospect conversion

Benefits To Your Firm

Exceed client expectations

Today’s wealth managers and private bankers need to strike the right balance between the traditional personalised human engagement of the industry, and the on-demand, digital-first expectations of today’s clients. 

Exceed client expectations
Enhance advisor effectiveness

Enhance advisor effectiveness

By offering a mix of human interactions and digital self-service tools, hybrid servicing models enable firms to provide a ‘best of both worlds’ solution. This combines a traditional ‘white-glove’ service with the convenience and speed of digital solutions while driving a level of efficiency that allows them to offer their services at a highly attractive price point.

The ability to scale quickly and profitably

By leveraging self-service onboarding technology integrated into an underlying onboarding orchestration solution, firms can use automation to rapidly service clients in a low-cost fashion, without compromising on customer experience. Leveraging Wealth Dynamix hybrid technologies positions a firm to rapidly scale its customer base business without a parallel increase in internal staffing.

The ability to scale quickly and profitably
Improved compliance

Improved compliance

Efficiency does not mean cutting corners. Quite the opposite. Efficiency delivered by Wealth Dynamix brings the parallel benefits of increased business and best practice rigour. It embeds compliance rules by design with consistently executed processes that automatically identify and escalate any compliance-related exceptions. 

Accordingly, Wealth Dynamix’s self-service capabilities provide the option to add additional compliance assurance into a wide range of ongoing servicing processes, from periodic reviews of KYC or suitability to ad hoc changes to customer addresses, client structures, and much more.

24/7 service

Hybrid service solutions provide a means to meet the ‘anytime, anywhere’ expectation of today’s clients. Our solutions can provide instant access to what customers most want to see:

  • Product and service information
  • KYC data, risk profile, and ESG attitudes questionnaire
  • In-flight case status; new account openings, complaints, reviews and more
  • Document history  
24-7 service
Reduced operational costs

Reduced operational costs

The downward pressure of margins means wealth management firms are keen to identify ways to minimise internal costs across the business. Our digital-first client self-service capabilities and a hybrid servicing strategy enable you to deliver efficiencies across a number of business areas, while simultaneously improving customer experience. In short, we help you reduce costs while doing more business. It’s a win-win situation.

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LATEST INSIGHTS

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

Navigating the challenges of scaling through technology

19 March 2024

Navigating the challenges of scaling through technology

Avoid buyer’s remorse with an upfront analysis of the challenges of modernising your technology stack for greater scalability. Join us as we unpack the issues and give you some pointers.

5 min. read

Scaling profitably – The wealth management technology blueprint

15 March 2024

Scaling profitably – The wealth management technology blueprint

Profitable, sustainable growth can transform your wealth management firm. With the aid of our consultants’ insights, discover how to achieve it through technology that provides the right fit for your needs.

5 min. read

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