Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking

Wealth Dynamix scoops Best Platform for Client Communication and Engagement at the Global Private Banking Innovation Awards 2023.

The award underscores our ability to deliver hyper personalised client experiences whilst delivering all important cost-efficiencies a digitised client lifecycle management solution provides. For RMs striving to achieve competitive advantage, the depth of client relationships heavily influences service quality, loyalty, share of wallet and – ultimately – profitability.

The Global Private Banking Innovation Awards are highly regarded within the financial industry, acknowledging organisations that consistently push the boundaries of technological advancement, client experience, and industry standards. This recognition is a testament to our unwavering commitment to delivering hyper personal, exceptional client experiences through cutting-edge technology and innovation.

Commenting on our successes, Darell Miller – Managing Director APAC said: “At our core, we believe that strong client relationships are built upon effective communication. Our cutting-edge Client Lifecycle Management (CLM) platform empowers relationship managers to engage with their clients seamlessly and meaningfully. The more personalised client service is, the deeper client relationships become. And the deeper client relationships become, the more wealth managers will be able to compete especially as almost a third of clients are planning to switch provider.”

To remain competitive in today’s world, wealth managers need to be able to provide a service that acknowledges these variables and provides the sorts of personalisation the new generation of wealth management is looking for. In the past, perhaps, this could have solely been achieved through exceptionally high-touch, personalised relationships; a traditional relationship where the client and their manager meet regularly in person and speak more frequently on the phone.

Yet, in an environment where the margins of wealth managers and private banks are increasingly slim, firms need to adapt their approach to providing true personalisation to a potentially growing customer base without major cost overhead.

From a single solution that is by the client’s side from the start to the end of the client journey to our comprehensive 360-degree view of each client and prospect, Wealth Dynamix boosts the RM’s ability to understand their clients deeply to ensure that interactions and services are personalised to every client. And, crucially, it does this largely automatically, delivering true insight and understanding without the cost overhead.

If you’re looking to build an exceptional client servicing experience for your wealth management firm our multi-award-winning wealth management platforms built on intelligent technology and innovative applications will revolutionise the client experience and transform the way you work.

To find out more, please contact us.