Modular, configurable CLM for large private banks and the wealth and asset management divisions of global financial institutions. An adaptable solution for firms using Microsoft Dynamics 365, with enterprise-scale requirements.
Cost-effective, cloud-based CLM for mid-size discretionary fund and investment managers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation and minimal maintenance.
What is lead management?
Lead management in financial services is the process of tracking and managing potential customers, or leads, from initial contact through conversion into clients.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.