WDX CRM

Manage complex relationships through a highly configurable client management, suitability, operations and client activity solution based upon the Microsoft Dynamics platform.

-Track communications
-Manage complex relationships
-Improve client servicing
-Stay compliant

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WDX Client Acquision

Identify and nurture key prospects into your sales pipeline through advanced targeted marketing, communication tools and integrated event management. -Drive new business -Manage intermediaries and introducers

WDX Digital Engagement

Access WDX ONE anywhere, whether in the office, on the road or sat with a client and give clients and intermediaries access to important data via an external portal to drive digital engagement. -Connect anywhere -Self-service

WDX Business Intelligence

Understand your clients and gain valuable intelligence and insight through a pre-configured data-warehouse, management information suite and a set of industry dashboards. -Gain client insight -Increase business intelligence

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