Our mission is to provide Client Lifecycle Management (CLM) solutions for global wealth and asset managers and private banks. We will help our clients (Private banks, Asset Management) grow AuM, streamline operational processes, remain compliant and deliver innovative service.
We recognise that wealth managers faced three key challenges, which remain today. There is too much friction and inefficiency throughout the CLM process, compliance is a major hurdle and digitising the client experience and service is a marathon not a sprint.
Our mission is to solve a myriad of client management issues with technology, to significantly enrich the client experience rather than focusing on servicing accounts and portfolios by offering one unified platform spanning the entire client journey, and therefore able to orchestrate journeys throughout the client lifecycle. Our sole focus on wealth management and private banking makes us the top choice for firms wanting to achieve process efficiencies, enrich client service and ensure compliance.
Wealth Dynamix (WDX) is UK 2nd fastest growing Fintech backed by a proven robust platform and multi-award winning technology for wealth and asset managers. Founded in 2012, the business has global offices and clients, including several marquee users such as Schroders, Sabadell, Credit Agricole Indosuez and Rathbones.
Organising data and generating deep customer insights in order to enhance sales force productivity and effectiveness.
Supporting the sales team key planning and operations tasks to support the overall objective of the business
Attainment planning through effective goal setting, designing sales incentives to drive business objectives and territory analysis & definition for sales maximum effectiveness
Providing pricing and contract support by providing the sales team with high-quality and competitive proposals
Monitoring and analysing key sales and business performance indicators and trends to drive strategic and tactical business decisions and also coordinating and ensuring accuracy of sales forecasts
Ensuring Sales process adoption and compliance and also identifying opportunities for improvement in the sales process and systems to ensure greater sales effectiveness and efficiency
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- Company:
Wealth Dynamix LLC - Designation:
Sales Support and Operation - Profession:
Banking / Finance - Industry:
Computer and IT - Location:
Downtown Core