WDX1
by Wealth Dynamix · CRM and customer experience · London, United Kingdom
Client lifecycle management platform
What WDX1 does
- Options to deploy on-premise or in the cloud
- Configuration tools to allow self-service
- Modular approach or full-suite CLM
- Scalable customer data management (CDM)
- Leveraging Microsoft Dynamics and the broader Power Platform
What WDX1 is used for
- Manage client lifecycle from first touch onward
- Configure tools for customer self-service
- Manage scalable customer data
Who WDX1 is for
- Banks
- Wealth and investment managers
About Wealth Dynamix
Client lifecycle management, CRM and digital onboarding software for private banks and wealth managers.
Wealth Dynamix in the vendor registry: its products, features and similar vendors.
Also by Wealth Dynamix
- CLMi: SaaS client lifecycle management solution
- Digital Onboarding: Client onboarding for private banks and wealth managers
- Onboarding: Same-day digital client onboarding
More in this category: CRM and customer experience software for financial services.
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