Client Lifecycle Management solutions for wealth managers

The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. WDX1 comprises of 3 modules that work great on their own and even better together:

  • WDX Engage Multi-source lead generation combined with proactive prospect nurturing capabilities, introducer management and integrated marketing automation. Increases interaction, win-rate and advisor/RM adoption.
  • WDX Onboard Dynamic onboarding workflows, fully integrated to complimentary best of breed solutions. Increases both the firm’s ‘right first time’ rate and the client experience.
  • WDX Manage Intuitive 360 degree dashboards, intelligence-driven insights and recommendations, ongoing servicing workflows. Supports improved client understanding and service quality.
These modules streamline time consuming administrative processes, which in turn increase advisor productivity and drive overall company efficiency, stronger compliance and business growth. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

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