Business Benefits
Elevate client engagement with a hybrid approach to advice and servicing.
Delivering a highly differentiated, cost-effective service proposition that ensures retention of existing clients, attracts and engages new ones.
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.
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.
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.
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.
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:
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.
21 March 2024
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
19 March 2024
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
15 March 2024
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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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.