Wealth management is fraught with manual processes, disparate systems and unconnected data silos. The job of engaging, onboarding and managing clients is often inefficient, costly and frustrating for both advisors and clients. There is no one place to go to for a complete view of a client’s journey with your firm, or data to guide next best recommendations. Compliance gaps can easily emerge, putting your business at risk.
Underpinned by Microsoft Dynamics, WDX1 orchestrates end-to-end Client Lifecycle Management (CLM) processes to create a unified experience that is operationally efficient, fully-compliant and empowers relationship managers to focus entirely on client satisfaction.