INTELLIGENT CLIENT LIFECYCLE
MANAGEMENT FOR PRIVATE BANKS,
WEALTH AND ASSET MANAGERS



WEALTH DYNAMIX ORCHESTRATES ALL STAGES OF THE CLIENT LIFECYCLE

Across the full client lifecycle we bring together all siloed processes, teams and departments into an interconnected, collaborative and productive whole





Cloud-based SaaS, quick-to-implement CLM sophistication

Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease of use. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for seamless and automated connectivity.

C ONN E C T SEAMLESS L Y AND A U T OM A TI C AL L Y BEH A V IOURAL RISK P ROFILING MARKETING A U T OM A TION AML AND K Y C SCREENING C ORE BANKING AND P MS E-SIGN A T URES SELF SER V ICE ANA L Y TI C S AI A PP LI C A TIONS DO C UMENT MAN A GEMENT CLIENT PO R T A L S AND MOR E ... MOBILE FIR S T U X LEAD AND P I P ELINE MAN A GEMENT CLIENT FEED AND N O TIFI C A TIONS CRM AND 36 0 ยบ V I E W S OMNI CHANNELENG A GEMENT AP I DR I V EN RULES AND P ROCESS ENGINE END - T O -END CLIENT ONB O ARDING SEC UR E , C L OUD BASED S A AS SO L U TION CLMi E C O SY S TEM



STREAMLINE WORKING PRACTICES. ENSURE COMPLIANCE. REVOLUTIONISE THE WAY YOU MANAGE CLIENT RELATIONSHIPS.

At Wealth Dynamix we understand you are challenged daily, logging into numerous incompatible, siloed systems to gain complete information and spending too much time on administration at the expense of client engagement.

We know this because we have sat in your chair and experienced those frustrations too.

Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing.