Wealth Dynamix

Digital & Technology

Company overview:

Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for the world’s largest private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers.

Our mission is to help these firms to transform their cost-to-income ratios, deliver profitability at scale and provide enriching, innovative client-centric experiences all whilst ensuring regulatory compliance.

By digitising the entire client lifecycle from client acquisition and onboarding to ongoing relationship management and client servicing, our award-winning CLM platforms eliminate friction and inefficiency. In addition to boosting operational efficiency and growing revenue, it provides the ability to offer a fully hybrid client servicing experience.

With a sole focus on wealth management and private banking, we’re the top choice for firms wanting to boost operating efficiencies and grow revenue whilst enriching the client experience and enabling a significantly higher degree of client insight and due diligence. The use of intelligent technology and innovative applications will revolutionise the client experience and transform the way you work.

Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group. We operate globally with offices in the UK, France, Switzerland, Singapore, Lithuania, and Vietnam. We have a complete client servicing team in every region with experts such as project managers, business analysts, developers, testers, consultants, etc, who are always on hand to support and advise firms throughout their digital transformation.

Core Capabilities:

Key Benefits of our products:

  • One platform does it all - A single sign-in spans client engagement, onboarding, and management for any type of client, anywhere in the world

  • Digital-first, omnichannel delivery platform - delivers flexible hybrid client servicing

  • 360-degree client view - Provides instant insights into every aspect of the client journey, including granular details of all prior interactions

  • Pre-defined, automated workflows – seamlessly captures and facilitates the next best action for your client along with document templates and e-signature capability

  • Embedded compliance - built-in checks and balances, with automated alerts and execution supports regulatory adherence

  • Reporting & analytics – intelligent, actionable insights via role-based dashboards delivers efficiency and productivity with up to 83% time-saved on admin

  • A single source of truth for your client data - A capture-once-use-many approach reduces re-keying and ensures integrity of information held on the customer

Flagship Products:

Wealth Dynamix offers two CLM platforms to meet individual client requirements: 

WDX1 is a robust, modular, and fully configurable CLM solution that leverages Microsoft Dynamics 365 and is best suited to large private banks and the wealth and asset management divisions of global financial institutions.

With three fully configurable best practice modules (Engage, Onboard, Manage), which are underpinned by Microsoft Dynamics 365 and can be deployed standalone or combined, on-premise or in the cloud, WDX1 can be customised to meet complex requirements, at enterprise-wide scale. WDX1 allows wealth managers to nurture profitable client relationships, eliminate administration time, ensure regulatory compliance, and cut operating costs to optimise cost-to-income ratio.

CLMi is a cost-effective, mobile-first SaaS cloud CLM platform that is ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment, and hassle-free maintenance.

CLMi’s intuitive and insightful dashboard is a tool that advisors want to use, every day. A mobile-first solution, CLMi provides a 360-degree view of each client relationship and client book, spanning the full client lifecycle – from initial engagement and onboarding through to ongoing relationship management. Tasks can be filtered and prioritised according to the individual goals of each advisor, whether they be revenue growth or client service. Pre-configured integrations with best-in-class systems ensure speedy adoption and seamless connectivity. Regular, automated updates ensure you are always using the latest technology, and the latest release. 

Both WDX1 and CLMi are powered by an intelligent, rules-based process engine that eliminates manual administration, ensures timely recommendations and compliance, accelerates client service, and optimises cost-to-income ratio.

Key Contact:

Darell Miller – Managing Director APAC
E: [email protected]
M: +65 9372 9905
LinkedIn: Linkedin.Com/In/DarellMiller

General Information:

  • • Digital & Technology

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Sep 15, 2022   

Maximising the Opportunities around NEXT GEN Wealth Management in Asia   View the content created from this discussion Watch the On Demand version of this discussion On September 15, our panel of hand-picked wealth management experts will focus on the needs and expectations of the next generations of Asia’s private clients. They will debate how th...

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