Capita Partners with Wealth Dynamix for best in class client lifecycle management


Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced a partnership agreement with Capita Consulting, the digital consultancy firm launched by Capita in 2019. Operating primarily within the UK, the partnership will enable Capita Consulting to incorporate best in class CLM capabilities within large scale digital transformation deployments for private banks and wealth and asset management firms.

Working in collaboration with Wealth Dynamix, Capita Consulting will help clients achieve improvements in front office and advisor effectiveness, transform the client experience and enable growth in a cost efficient and compliant way, leveraging the power of Wealth Dynamix’s CLM solutions. Capita’s wealth and asset management clients will derive greater return on investment from their transformations through digitally enabled, data-driven and innovative client lifecycle management solutions that not only to solve the challenges of today, but also help prepare for future change.

An effective CLM solution is key to minimising operational overheads and empowering staff to create additional value at every stage of the client lifecycle. WDX1 is the flagship, multi-award winning CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform. Its capabilities span the entire client lifecycle, including client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.

According to Antony Bream Managing Director – EMEA and Americas at Wealth Dynamix, “The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions. Our joint clients will enjoy a range of holistic efficiencies, cost savings and agility improvements when deploying WDX1 as part of a broader digital transformation project that fully supports the requirements of both advisors and clients as they build out successful, enduring and profitable relationships.”

Daniel Giannotti, Partner Lead for Capital Markets and Investment Management at Capita Consulting, commented “In response to the large-scale digital transformation occurring across the private banking and wealth management industry in the UK, we are excited to launch our partnership with Wealth Dynamix. This forms part of our broader strategy to bring our clients an ecosystem of best in class digital solutions to help them accelerate their digital transformation plans and achieve better outcomes. Our offering with Wealth Dynamix brings the best of our deep sector expertise and delivery capabilities combined with leading and highly relevant solutions for firms seeking to transform their end to end client lifecycle processes to achieve improvements in AuM, front office efficiencies and regulatory compliance.”

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