Wealth Dynamix

Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective?

Wealth Dynamix provides a multi-award winning, fully integrated, end-to-end digital Client Lifecycle management (CLM) solution that addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks.

Wealth Dynamix has revolutionised client lifecycle management and is at the forefront of innovation. Our ground-breaking application of data modelling, predictive analytics and sentiment analysis is providing wealth managers with the rich and insightful client data required to ensure that clients are being serviced quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best actions.

Powered by cognitive services and powerful analytics to separate the signals from the noise, our solution generates deep, actionable insights based on the aspirations, preferences and sentiments of clients. These insights are accessible at every stage of the process – from initial engagement through to onboarding and ongoing relationship management – in a simplified form that enables relationship managers to recommend the right products, at the right time.

Established in 2012 and headquartered in London (UK), Wealth Dynamix also has offices in New York, Geneva, Zurich, Vilnius and Singapore. No other company has the breadth and depth of CLM experience to meet the specific requirements of international firms and their clients.