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, WDX1 offers three fully configurable best practice modules that can be deployed standalone or combined, on-premise or in the cloud, and customised to meet individual requirements.

By orchestrating all phases of the client lifecycle into one seamless, integrated whole, client journeys become more consistent, personalised and profitable. Administrative friction is removed and advisors can focus on revenue-generating work, growing AUM and booking revenues faster, at lower cost.

Powered by an intelligent, rules-based business process engine WDX1 eliminates manual processes and unconnected data silos. Through a single sign-in, WDX1 delivers end-to-end oversight of each client relationship, spanning the full client lifecycle. Underpinned by Microsoft Dynamics, WDX1 provides one go-to place to gain a complete view of the client journey and the data needed to guide next best recommendations. By capturing all required data automatically, and re-using it throughout the client lifecycle, WDX1 reduces compliance risk and eliminates duplicate data collection.

WDX1 enables advisors to know the status of every client, at any given time, and to address issues and opportunities as they arise. By being more proactive, wealth managers can differentiate client service, increase client acquisition and maximise client retention.