Wealth Dynamix

As a leading provider of intelligent Client Lifecycle Management (CLM) solutions Wealth Dynamix digitizes and orchestrates the entire client lifecycle: from client acquisition and onboarding through to ongoing relationship management and client servicing.

All Wealth Dynamix clients want a best-in-class CLM platform that streamlines the end-to-end client journey, helps achieve AuM growth, and ensures compliance, but we recognize that no two clients are the same. Some want to adopt their CLM solution quickly, out-of-the box with no bespoke customisation; others need an adaptable solution that can be tailored to individual requirements and integrated with complex pre-existing IT infrastructures.

Wealth Dynamix offers two CLM options to meet specific customer requirements:

  • WDX1 is a robust, adaptable CLM solution best suited to large private banks and the wealth and asset management divisions of global financial institutions.
  • CLMi is a cost-effective, cloud-based CLM SaaS platform that is ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment and hassle-free maintenance.

Both WDX1 and CLMi are powered by an intelligent, rules-based process engine that eliminates manual administration, ensures timely recommendations and compliance, accelerates client service and optimises cost-to-income ratio.