Wealth Dynamix WDX
WDX specializes in providing client relationship management and business intelligence solutions for the wealth and Investment management market, WDX offers consulting services and product based on the Microsoft Dynamics 2013 CRM platform. With over 20 years of experience in delivering technology for financial services, WDX has clients based in the UK, including leading financial institutions, wealth managers, family offices and boutique Investment Managers.
Our professionals are domain experts who have worked for years in the provision of technology systems to the wealth and Investment management markets.
Dedicated to meticulous project planning, excellent customer service and communication with our customers, our goal is to provide leading edge technology on a proven platform that is delivered both via the cloud and existing in-house platforms.
WDX is the only dedicated CRM partner for the wealth management community in the UK and Europe that delivers a high value, low risk solution allowing wealth and investment management firms to; • Expand new business opportunities by improving sales force effectiveness, process and on-boarding for direct clients and third party channels • Increase awareness of the value of Intermediary relationships. • Increase client retention and enhance the brand by attending more closely to the relationship and providing a more effective personalised service. • Gain timely business insight across the multiple dimensions of the organisation pointing to business trends that will shape tactical and strategic decision making across the firm. • Provide managers with immediate access to comprehensive client relationship data via Outlook and mobile devices. • Automate routine manual tasks to reduce costs & improve process efficiency, allowing managers to focus on revenue generation rather than administration.Key features of the WDX solution include: • Contact and activity management including integration with Outlook Exchange • Client centric wealth management data repository • Document management • Pre-Sales Fact Find, risk profiling and Client On-boarding workflows tailored to the private wealth business • Ongoing Client Suitability review and assessment • Management Information through interactive Dashboards and Reporting • Integration with Portfolio Management, Trading and Client Reporting applications • Integration with internal telephony systems and mobile devices
*Wealth Dynamix is a trading name of Wealth Dynamics Limited