Wealth Dynamix and Oxford Risk revolutionise client engagement with behavioural science
Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for wealth managers, today announced a strategic partnership with Oxford Risk, experts in behavioural finance and financial well-being.
This powerful collaboration will empower wealth management firms to leverage the science of decision-making to personalise client interactions for better engagement, grow and retain assets under management, and attain regulatory peace of mind.
Leveraging behavioural insights for exceptional client experiences
Wealth Dynamix's industry-leading CLM platform, combined with Oxford Risk's deep understanding of client behaviour, unlocks a new level of engagement for wealth managers. By integrating behavioural science principles into the client lifecycle, firms can:
- Streamline risk assessments through intuitive interfaces that foster transparency and trust
- Enhance onboarding processes by removing the need to re-key information between multiple systems, and providing a streamlined customer experience
- Deliver data-driven investment strategies aligned with client risk suitability and long-term goals
- Personalise communications to resonate with individual client preferences and risk tolerances