Wealth Dynamix

HQ Address

141-145 Curtain Road, London, EC2A 3AR, United Kingdom

Website Address

www.wealth-dynamix.com

Connect with Wealth Dynamix
Business introduction

How can you cut costs, grow revenue and ensure exceptional client service? By digitising client lifecycle management and orchestrating all aspects of client engagement, onboarding and relationship management

Adapt or adopt: two different approaches to client lifecycle management to meet your needs

Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for the world’s largest private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Our mission is to help these firms to grow AuM, streamline operational processes, remain compliant and deliver innovative client service.

Founded in 2012 by wealth management technology experts, Wealth Dynamix is a privately owned company that recognised three key challenges: there is too much friction and inefficiency throughout the client lifecycle, compliance is an ongoing trial and digitising the client journey takes time and specialist expertise to get right. Wealth Dynamix was borne out of a desire to solve these challenges with intelligent technology, to orchestrate journeys throughout the client lifecycle and significantly enrich client experience.

Our multi-award-winning digital CLM platforms, which can be deployed on-premise or in the cloud, enable wealth managers to optimise cost-to-income ratio by managing all phases of the end-to-end client lifecycle more efficiently and effectively: from initial client engagement, acquisition and onboarding through to ongoing relationship management and client service. 

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 recognise 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, modular and fully configurable CLM solution that leverages Microsoft Dynamics 365 and is best suited to large private banks and the wealth and asset management divisions of global financial institutions.
  • CLMi is a cost-effective, mobile-first SaaS cloud CLM 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.

Headquartered in the UK, Wealth Dynamix has offices and clients in three continents and is the recognised global leader in end-to-end CLM.

Client Lifecycle Management for wealth managers, transforming your technology and teams

Business Process Management & Outsourcing, Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting, Client Onboarding & Identity Verification

17/04/2020

Each instrument in an orchestra has its own part to play in creating an awesome musical experience. Each has its own music sheet dictating what key to play in, when it......

Introducing CLMi - Client Lifecycle Management for Wealth Managers

Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools

12/04/2021

Themes Around the Screen with Wealth Dynamix

Business Intelligence & Practice Management, Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools

08/04/2021

Do frontline staff end up spending more time updating CLM systems than talking to clients?

Client Engagement & Management, Client Onboarding & Identity Verification, Data Management & Analysis

24/02/2021

WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 2)

Client Engagement & Management, Technology Strategy & Consulting

25/06/2020

Empowering the relationship manager: Their role in the future of wealth management in Asia

Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification

18/06/2020

WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 1)

Client Engagement & Management, Technology Strategy & Consulting

18/06/2020

Wealth Dynamix: Client Lifecycle Management - A nice-to-have or a must-have?

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

25/02/2020

Wealth Dynamix: How can wealth managers benefit from a Client Lifecycle Management solution?

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

18/02/2020

Wealth Dynamix: What are the main challenges faced by wealth managers?

Business Process Management & Outsourcing, Client Engagement & Management

11/02/2020

Wealth Dynamix: The wealth management digitalization journey - where is it and where other industries are setting the standard?

Business Process Management & Outsourcing, Digital Platforms & Tools

04/02/2020

Wealth Dynamix: How is Wealth Dynamix supporting current trends in wealth management?

Client Engagement & Management, Client Onboarding & Identity Verification

28/01/2020

Wealth Dynamix: Current technology trends and developments in wealth management

Client Engagement & Management, Client Onboarding & Identity Verification

14/01/2020

WDX Manage

Client Engagement & Management, Compliance & Regulation

05/08/2019

WDX Onboard

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

29/07/2019

WDX Engage

Client Engagement & Management, Client Marketing & Prospecting

22/07/2019

Take back control of your time with WDX1!

Client Engagement & Management, Client Marketing & Prospecting

04/06/2019

Introducing the new Wealth Dynamix

Business Process Management & Outsourcing, Client Engagement & Management

23/05/2019

Business Overview

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

Wealth Dynamix have a global presence with offices across UK, Switzerland, France, Lithuania, USA and Singapore.

Customers

Partners

Key Data

Year founded
2012
employees
51-200
offices
7
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Family Offices
  • Financial Advisors

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
Client type
client geography presence
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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
Client type
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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
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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
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WDX 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
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