Client lifecycle management solutions for wealth managers
The WDX ONE Client Lifecycle Management solution is comprised of 5 key modules, these include Acquire, Onboard, Comply, Manage and Service which supports wealth managers throughout the entire client journey.
The Acquire module helps identify and nurture prospects into the sales pipeline through marketing and integrated event management tools.
The Onboard module enables businesses to digitally onboard clients and advisors via an integrated self-serve KYC onboarding portal, streamlining the end-to-end process and significantly reducing administrative costs.
The platform helps firms stay Compliant with industry regulations and continuously monitors ongoing assessments and reports suitability of advice.
At its core, the solution enables firms to Manage complex client and intermediary relationships with intuitive 360-degree dashboards to centralize client relationships, products, communications and activities.
Service, optimizes client servicing and connects all areas of the business which enables firms to pass processes between the front and middle office, including processing of client requests.