at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Wealth Dynamix
Wealth Dynamix provides client lifecycle management solutions specifically designed for wealth and asset management firms, with a strong focus on client onboarding and relationship management.
Email: connect@wealth-dynamix.com
Phone: +44 20 3725 7549
Web: https://www.wealth-dynamix.com/
products
CLMi
Category: Client Onboarding Systems
A cloud-based client lifecycle management solution that streamlines client onboarding with automated KYC/AML checks, digital forms, and document management. Includes relationship management tools with 360-degree client views, next-best-action recommendations, and compliance monitoring specific to fund management..
More..
WDX1
Category: Mobile Meeting Technology
Comprehensive client lifecycle management platform, optimized for mobile and hybrid meetings, call scheduling, meeting notes, KYC processes, and secure content sharing to enhance client engagement in fund management..
More..
WDX1
Category: Client Onboarding Platforms
Client lifecycle management platform tailored for wealth managers, featuring intelligent client onboarding, KYC automation, integrated CRM functionality, client servicing tools, regulatory compliance, and relationship management dashboards..
More..