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 helps firms achieve asset and revenue targets by engaging the key stakeholders involved in growing business.
  • WDX Onboard streamlines time consuming processes with a ‘capture once, use many’ design which can minimize onboarding times and administrative costs.
  • WDX Manage reduces administrative tasks and enables advisors to manage relationships from a single location as well as providing a 360° view of all clients, contacts, accounts and households.
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.

Learn more about Wealth Dynamix
Learn how wealth managers can strike the right balance between automated and human touch points