PR88960

LONDON, April 13, 2021 /PRNewswire=KYODO JBN/ --

Wealth Dynamix [https://www.wealth-dynamix.com/], a global leader in Client

Lifecycle Management (CLM) solutions, has extended its award-winning product

suite with the launch of CLMi. Designed specifically to meet the requirements

and budgets of mid-tier discretionary fund and investment managers CLMi helps

relationship managers to prioritise daily work, meet regulatory obligations

through industry tested business processes, and facilitate focus on profitable

outcomes for clients and AuM growth for the firm.

A secure, cost-effective and highly scalable SaaS solution, CLMi offers

plug-and-play CLM that puts the productivity of relationship managers and

satisfaction of client journeys at the heart of their business. Underpinned by

a robust and innovative rules and process engine, incorporating automated, best

practice workflows, CLMi delivers actionable insights direct to the desktop of

every relationship manager via easy-to-use and intuitive graphical dashboards.

Relationship managers can use CLMi on any device, from any location.

Watch the introduction video here [https://vimeo.com/529271859/0718fe3406]

CLMi’s lean and agile infrastructure eliminates the need for complex and

time-consuming configuration and set-up, making it quick and easy to deploy

out-of-the-box, across the business. Pre-built integrations with best-in-class

FinTech and RegTech enable cross-firm collaboration and communication,

enterprise-wide data sharing and complete end-to-end oversight - from

acquisition and onboarding through to ongoing relationship management. Regular,

automated updates ensure CLMi is always current and at the forefront of

innovation, with no requirement for in-house maintenance.

According to Dominic Snell [https://www.linkedin.com/in/dominicsnell/], Product

Strategy Director at Wealth Dynamix: “User experience is central to our vision

of empowering relationship managers with CLM tools that make their life easier

and their work more effective. They have grown tired of difficult-to-use

technology that requires multiple logins, fails to provide a complete client

view and provides insufficient insights. Low adoption is detrimental to a

wealth manager’s business and increasingly we have been asked for an

easy-to-use CLM platform that relationship managers will want to use every day.

CLMi is the answer. We have applied our wealth management industry expertise to

develop a highly flexible solution that is both quick and easy to implement and

satisfying to use, without compromising functionality. As a SaaS solution, CLMi

combines powerful CRM capability with the versatility and intelligence required

to manage complex rules and processes inherent in wealth management.”

Gary Linieres [https://www.linkedin.com/in/garylinieres] CEO and Co-founder at

Wealth Dynamix, said: “Mid-tier discretionary fund and investment managers need

more than a standard CRM to manage client journeys and complex compliance

requirements effectively, but lack the resources and budgets to source and then

integrate different stage-specific solutions. CLMi has been forged out of our

ten years experience delivering large scale CRM and onboarding projects to some

of the world’s largest wealth managers. We’ve taken all that knowledge and

distilled it into an agile, modern SaaS solution that offers the kind of simple

sophistication that relationship managers have been demanding for many years.

CLMi will help them become truly client centric and provide a digital platform

and toolkit for a cost that was previously only in reach for organisations

prepared to spend millions.”

Want to see CLMi in action? Wealth Dynamix are hosting a webinar on Thursday 29

April, 2021 to demonstrate how you can put your relationship managers in the

driving seat, steer client relationships and achieving winning outcomes in the

shortest time possible. Register here [

https://www.brighttalk.com/webcast/17971/480948?utm_source=WealthDynamix&utm_medium=press_release&utm_campaign=480948]

Photo: https://mma.prnewswire.com/media/1485480/Wealth_Dynamix_CLMi.jpg

Source: Wealth Dynamix