Manage more clients in a proactive and profitable way with our Client Lifecycle Management solutions
How can relationship managers gain a 360-degree client view, timely insights and more time to achieve profitable outcomes for all?
Manual processes involve a multitude of tasks that take time to complete, are repetitive and often duplicated. Time wasted on manual administration could be better spent engaging prospects, serving clients more attentively or formulating next best recommendations.
There is no shortage of data, but when it is spread far and wide across a number of systems and departments, and collaboration is limited, determining which products to recommend to new and existing clients takes time and lacks accuracy.
When client activity is recorded in numerous unconnected systems, each with separate logins, gaining a single client view is challenging. Not knowing when to make contact, or with what kind of advice, leads to missed opportunities to grow revenues.
Gain access to a single, consolidated view of every client’s journey, and their entire client book, from prospecting and onboarding through to ongoing client management.
Save time, maintain focus and boost client service with automated alerts of priority tasks. Know which actions to focus on first, to ensure you provide the right level of service, at the right time.
Intelligent automation suggests next best recommendations based on your clients’ preferences, goals and real-time analysis of sentiments. You can make data-driven decisions so the advice you offer is both relevant and timely.
Introducing the ten-fold benefits of an end-to-end CLM solution purpose-built for wealth managers by WealthTech experts.
Our pioneering and transformative CLM processes using applications of data modelling, predictive analytics and sentiment analysis are just as innovative today as they were when we launched 10 years ago.
Discover why the world’s most successful private banks and wealth management firms choose Wealth Dynamix to deliver operational efficiencies along with exceptional levels of client management and servicing along the entire client lifecycle.