The WDX1 Client Lifecycle Management solution [Infographic]

Check out our infographic that illustrates the Client Lifecycle Management solution for wealth and asset managers that we call WDX1.

Share

The Client Lifecycle Management Solution Overview


article infographic the WDX1 Client lifecycle management solution

Client Lifecycle Management addresses the complex challenges of relationship management and enables strategies and workflows to help grow your business and serve your clients better.

We simplify the process of client lifecycle management, giving you back precious time, so you can get on with what you are good at.

WDX1 comprises of 3 core modules that word great on their own and even better together.

WDX Engage

WDX Onboard

WDX Manage

Want to know more about our client onboarding module?
Watch our video or read more here

Download the
FULL WDX1 BROCHURE

LATEST INSIGHTS

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

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

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

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

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

4 January 2024

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding