CRM | Client Portal Tool | Marketing Automation | Compliance Solutions | On-boarding Tool
The WDX ONE client management platform provides five key pillars of technology that are vital to support wealth and investment managers in the modern era:
o Client Acquisition
o Digital Onboarding
o Business Intelligence
o Digital Engagement
Built around a central pillar of CRM, WDX ONE enables firms to put the clients’ interests first, ensuring that they receive a thorough and more personal service in line with a firm’s best practices.
WDX ONE helps drive long-term client satisfaction, creates future business opportunities and improves the company’s overall efficiency. Importantly it helps drive the key management information to enable senior management to carry out the necessary changes to their business.
Pricing is based on a per user per license fee on a monthly or annual basis dependent on deployment methodology
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COMPANY ABOUT US:
We specialize in providing client management and business intelligence solutions for the wealth and investment management industry. Our solutions are designed to address the industry challenges around conduct risk and increased demand for levels of relationship management, client service, mobile and digital communication.
Phone:+1 (786) 220 7174