
CEO Chat: Tamas Kadar of SEON
Hot on the heels of raising a $94m Series B round, the CEO of SEON is taking the fraud-busting startup to next level
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.
Hot on the heels of raising a $94m Series B round, the CEO of SEON is taking the fraud-busting startup to next level
The crypto crash has become a reality. However, industry experts are bullish about the future of digital assets
The UK is thundering towards becoming a cashless society. While this might be great for SMEs, people fear it may leave people behind
A perfect storm of market volatility, red tape and poor infrastructure threatens to pop the African fintech bubble
The aviation sector was among the hardest hit globally by the spread of Covid-19, and the US was no exception. With airlines failing and traffic reducing drastically – if not stopping altogether at certain times – both existing and new projects suffered from severe delays, making investors pause their allocation plans into the sector. Fast-forward …
Alternative investments are not very well-known outside the circle of sophisticated investors. But they are very powerful investment options to diversify a traditional portfolio of stocks and bonds. Let’s first understand what alternative assets are
The pandemic has been tough on many businesses, and many have struggled to survive. The economy has been pressured by the lockdowns and the necessity to put the world on hold. This made it impossible to visit many physical locations such as stores, gyms, and
75% of geographic Europe-based wealth professionals expect a ‘high’ to a ‘very high’ level of digitalisation over the next three years in the Wealth Assurance industry. It is UK-based professionals that are found to be the most uncertain about the
Europe-based wealth professionals based across 12 countries affirm “quality of service” as the most important criteria in selecting a preferred Wealth Assurance provider, also known as Unit-Linked life insurance or Private Placement Life Insurance (PPLI).
More than half (57%) of the 677 European-based wealth professionals respondents stated that Unit-Linked life insurance solutions are a good option and that they will always (or whenever possible) recommend them to their clients Succession planning is the key
Global inflation is certain to alter the fixed-income landscape. Whatever actions central banks take and the corresponding effects on yields, market volatility is highly likely as investors adjust their portfolios and trading strategies to the latest news and
The Alternative Investment Forum is back for the 12th year in a new, exciting format as a virtual event, with two streams of content across timber and agriculture. The event brings together investors from around the world looking to diversify their
$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by 2030 Generation Y and Millennials will hold 50% of the global wealth. This new generation of high-net-worth individuals (HNWIs) who make
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy and change at Orbium, explains why wealth managers must overhaul their services to keep pace with a
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s leading enterprise cloud
Thank you for submitting the form. Your enquiry will be submitted to the company.
Thank you for subscribing to Private Banker International