Client Lifecycle Management (CLM) firm Wealth Dynamix has partnered with management consultancy Synpulse.

Wealth Dynamix aims to scale-up global deployment of its WDX1 solution to the biggest private banks, wealth and asset management firms.

Synpulse has nearly 500 employees across a dozen offices in Europe, Asia, and the US. It has supported its financial clients for over two decades.

In addition, Synpulse will remain vendor agnostic and work with its wealth and asset management clients to deliver value with WDX1 when appropriate.

“We’re delighted with this latest partnership agreement. Collaborating with industry-leading players like Synpulse is a key part of our scale-up programme to get our industry-leading capabilities in the hands of more wealth and asset managers around the world. They can depend on us now and in the future as they grow,” said Wealth Dynamix MD – UK and Americas, Antony Bream.

“Unlike many of the fragmented offerings on the market, the beauty of WDX1 is that it’s a holistic platform, offering a unified user journey and enhanced customer experience. With WDX1 you spend less time on manual admin tasks and more time winning business, developing client relationships and driving growth.”

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“We’re always looking for technology partners that can add true value for our clients at a time of increased competition and unsure markets — and that’s what led us to Wealth Dynamix,” added Synpulse head of UK, Thomas Schaffner.

“Both Synpulse and Wealth Dynamix agree that Client Lifecycle Management solutions are an increasingly important tool to help wealth and asset managers improve CIO ratios, enhance the customer experience and drive adviser productivity through more user-friendly products.”

WDX1

WDX1 is a digital CLM solution designed to support requirements of wealth management companies from a single platform. It is built on Microsoft architecture and its capabilities also span the entire client lifecycle.

This includes:

  • Client engagement;
  • Digital onboarding;
  • Regulatory compliance;
  • Relationship management;
  • Client servicing, and
  • Business intelligence