Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.
Wealth Dynamix claims this is the industry’s first secure, cost-effective and highly scalable SaaS solution which covers the end-to-end client lifecycle.
The new tool is designed to meet requirements and budgets of mid-tier discretionary fund and investment managers. It will enable relationship managers to prioritise daily work and meet regulatory obligations through industry tested business processes as well as support focus on profitable outcomes for clients and AuM growth for the firm.
CLMi is plug-and-play and Wealth Dynamix claims it puts productivity of relationship managers and satisfaction of client journeys at its core.
Relationship managers can use the can use the platform to access actionable insights directly at their desktop through graphical dashboards.
Wealth Dynamix product strategy director Dominic Snell said, “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.”
The WealthTech claims the CLMi’s infrastructure removes the need for complex and time-consuming configuration and setup, making it quick and easy to deploy out-of-the-box across the business.
Wealth Dynamix CEO and co-founder Gary Linieres 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.”
Learn more about the tool in this introductory video.
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