Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
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 [
Photo: https://mma.prnewswire.com/media/1485480/Wealth_Dynamix_CLMi.jpg
Source: Wealth Dynamix
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