Wealth Dynamix
HQ Address
141-145 Curtain Road, London, EC2A 3AR, United Kingdom
Website Address
Business introduction
CRM, CLM & Onboarding solutions for private banks & wealth management firms
We support firms across the end-to-end client lifecycle, helping deliver more proactive, efficient and engaging prospecting, onboarding and relationship management, all while remaining fully compliant
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service.
Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
Wealth Dynamix Solutions
CLMi
CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment.......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
WDX1
WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
WDX Engage
By automating routine sales and marketing tasks you will have more time to focus on executing next best recommendations that will convert prospects into clients, in the shortest possible timescale. And by customising client journeys, personalising individual communications and interacting with prospects via their channels of choice, every interaction with......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
WDX Manage
By automating routine client service tasks and re-using data throughout the client lifecycle, client requests are handled quickly and efficiently avoiding duplication, excessive paperwork and unnecessary delays. Relationship managers use time previously spent on administration to focus on delivering consistent, high quality service and making every client interaction timely, appealing......
business needs
view solutionWDX Onboard
By automating all of the data capture and due diligence processes involved in onboarding clients successfully, Onboard can radically cut costs, dramatically shorten onboarding times and generate 80% less administration. Client data captured before, during (and after) onboarding is validated and re-used throughout the client lifecycle, supporting a ‘capture once, use......
business needs
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
- Compliance & Regulation
