Client Lifecycle Management – Wealth Dynamix

Through a client single view and Omni-channel communication capabilities, staff are able to reduce the time spent on administration, and instead focus on providing more pro-active and personalised engagement. In this way, firms can focus on building trusted relationships with clients rather than administrative tasks, and provide a seamless multi-channel service.

Using prospect capture, assignment, tracking and pro-active engagement we help convert more deals, more quickly. Our platform also streamlines onboarding, reducing the time taken to onboard a client to a single day, vastly improving the time to revenue.

The ‘Compliance by design’ approach supports compliance with internal best practices and regulatory requirements across all aspects of engagement, onboarding, and relationship management. These workflows are fully transparent, audited and tracked against key KPIs, providing demonstrable compliance and therefore mitigating risk to your firm and your clients.

The processes and procedures across the client lifecycle are often complex and involve members of numerous teams (e.g. compliance, legal or operations). Our CLM capabilities provide a single, seamless and fully digitised platform, allowing all these different roles to collaborate in harmony within a single audited platform.

Our client relationship management solutions can be deployed to manage client, prospect and intermediary relationships, excelling in modelling both simple relationships and complex relationships. The solutions have been designed to be more than just a standard CRM, enabling you to manage complex structures such as family, corporate, charity or trust relationships.

Wealth Dynamix gives you a 360-degree view of your prospects so you can nurture them effectively. This includes information about their contact details, as well as interactions, connections, interests, needs, pain points and more, to provide hyper-personalised services and engagement.

Each advisor has their own personalised dashboards. These role-based dashboards provide an at-a-glance view of all relevant information across their whole client book in a single no location. New actions, alerts, outstanding tasks and upcoming activities are highlighted – whether advisor, prospect, client or team generated.

Our end-to-end, fully hybrid onboarding capabilities revolutionises the client onboarding experience. It automates internal processes, and removes paper and manual tasks, while supporting digital engagement for clients and reducing the onboarding time to as little as 1 day.