Wealth Dynamix
EMEA
HQ LONDON
141 -145 Curtain Road
Shoreditch, London
EC2A 3AR
+44 (0) 203 725 7549
Client Lifecycle Management Platform for Wealth Managers and Private Banks
EMEA
HQ LONDON
141 -145 Curtain Road
Shoreditch, London
EC2A 3AR
WDX1 is a multi-award winning, fully integrated, end-to-end digital client lifecycle management (CLM) solution that addresses the complex requirements of client acquisition and engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.
Comprising the following three key modules, WDX1 supports wealth managers throughout the entire client journey:
1. WDX Engage helps firms achieve asset and revenue targets by engaging the key stakeholders involved in growing business.
Features:
2. WDX Onboard streamlines time-consuming processes with a ‘capture once, use many’ design that can minimise onboarding times and administrative costs.
Features:
3. WDX Manage reduces administrative tasks and enables advisers to manage relationships from a single location, as well as providing a 360° view of all clients, contacts, accounts and households.
Features:
WDX1 has more than 300 open application protocol interfaces (APIs), strengthening the wealth managers’ enterprise-wide digital transformation strategy, and integrating the CLM solution with all relevant existing systems, from secure messaging to video conferencing and digital identification.
The true value of WDX1 is not in the capture and retention of historical and sociodemographic client data, stored in the customer relationship management (CRM) system. We also apply advanced analytics and augmentation techniques to generate rich, cultivated data that provides internal stakeholders across the organisation with a holistic 360° client view.
Some of the results seen by front office staff at our clients that we are most proud of:
Wealth Dynamix was the first WealthTech firm to transform CLM processes with innovative applications of data modelling, predictive analytics and sentiment analysis.
In 2012, we selected the industry-leading Microsoft Dynamics CRM as the foundation for our WDX1 CLM platform.
Our clients, leading wealth management firms and private banks, can rely on Microsoft to be at the cutting edge of global technological advancements, including AI cognitive services, the Cloud and investing billions of dollars in technology innovation.
EMEA
HQ LONDON
141 -145 Curtain Road
Shoreditch, London
EC2A 3AR
+44 (0) 203 725 7549
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