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Location Head Office

141 - 145 Curtain Road
London
GB

Telephone

+44 (0)203 725 7549

Contact

Support Support
[email protected]

WDX Digital Onboarding

Enable clients and intermediaries to self-serve KYC and onboarding. Create service requests and streamline expensive and time consuming processes whilst enhancing their overall experience.

-Onboard clients
-Generate documents

View other products from WDX

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 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