Wealth Dynamix

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Wealth Dynamix is a privately held company owned by senior management that was formed in January 2012 by a group of experienced technology and financial industry experts who recognized the need for a focused Client Lifecycle Management solution specifically for wealth and investment managers.

Wealth Dynamix is underpinned by deep domain expertise and specializes in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms.

Client Lifecycle Management addresses the complex challenges of relationship management and enables strategies and workflows to help firms grow and serve their clients better.

We simplify the process of client lifecycle management, freeing up time consuming admin and giving wealth managers back precious time.

The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence.

WDX1 comprises of 3 modules that work great on their own and even better together.

·WDX Engage helps firms achieve asset and revenue targets by engaging the key stakeholders involved in growing income.

  • Deliver on your business growth targets with our innovative solutions for increasing prospect conversion, stimulating existing clients and engaging your advisor force.
  • Tailor conversations and recommendations with the powerful insights of our AI Persona Builder
  • Engage your clients digitally with relevant and actionable content
  • Increase prospect conversion with our intelligent Prospect-Advisor lead matching tool
  • Empower Advisors with an online Knowledge Centre
  • Manage online and offline marketing strategies in one integrated dashboard

·WDX Onboard streamlines time consuming processes with a ‘capture once, use many’ design which can minimize onboarding times and administrative costs.

  • Provide a frictionless onboarding experience for your prospective clients. This will streamline workflows across departments to significantly reduce onboarding times and administrative costs
  • Stimulate clients whilst building an unbiased persona with the award-winning gamified risk profiling tool
  • Enforce compliance best practice through process automation of KYC capture and intelligent AML risk scoring
  • Collaborate with your 3rd parties via the intermediary portal
  • Allow clients to update KYC and share documents digitally via the self-service portal
  • Support clients through the onboarding process using integrated chat and video conferencing

·WDX Manage reduces administrative tasks and enables advisors to manage relationships from a single location as well as providing a 360º view of all clients, contacts, accounts and households.

  • Build and maintain insightful and responsive client relationships with a comprehensive view of your clients, whilst maintaining compliance standards and helping to foster more valuable relationships.
  • Manage households and family groups in one place with our 360 degree dashboards
  • Reduce administration burden, target AUM & provide actionable client insight with actionable AI-powered insights, talking points and next best suggestions
  • Enforce compliance best practice with our rule-based decision tree
  • Continuously monitor and update the suitability of advice
  • Enhance operational efficiency & deliver excellent service with our telephony integration and digital self-service portal

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

WDX1 enables firms to implement strategic digital transformation programs, grow AUM and streamline time consuming administrative processes, which in turn will increase advisor productivity and overall company efficiency all whilst maintaining compliance.

Working with some of the largest Wealth Managers globally we have a wealth of experience in helping firms effect strategic digital transformation programs, grow AUM and streamline working practices, all whilst maintaining compliance.


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