Synpulse adds tech solution to asset and wealth offering

13 January 2020 Consultancy.eu

Wealth Dynamix, a provider of solutions to the asset and wealth management industry, has signed a partnership with Synpulse, a consulting firm to the financial services sector.

Synpulse joins the Wealth Dynamix partner ecosystem with the like of Microsoft and Orbium (part of Accenture). "Collaborating with industry-leading players like Synpulse is a key part of our scale-up program to get our industry-leading capabilities in the hands of more wealth and asset managers around the world,” said Antony Bream, managing director for the UK and Americas at Wealth Dynamix. 

As part of the partnership, Synpulse will integrate Wealth Dynamix’s WDX1 solution into its offerings for wealth and asset management clients and, where appropriate, help clients with the implementation and deployment of the system.Synpulse acquires Wealth Dynamix“We’re always looking for technology partners that can add true value for our clients, and that’s what led us to Wealth Dynamix,” said Thomas Schaffner, Head of the firm’s UK operation. 

The WDX1 solution is a system that addresses client lifecycle management, supporting key front-end processes such as client acquisition, onboarding, relationship management client servicing and business intelligence.

Against a backdrop of changing client expectations, increased competition and heightened regulatory scrutiny, client lifecycle management solutions are emerging as an increasingly important tool to help wealth and asset managers improve and drive advisor productivity and ramp up efficiency. The shift is part of a broader trend which is seeing major investments in digitisation. 

“With WDX1 you spend less time on manual admin tasks and more time winning business, developing client relationships and driving growth,” claimed Bream. According to two testimonials on the company’s website, one client managed to onboard private clients 25 times faster than previously, while another client saw its time spent on administrative tasks slashed by 25 percent. 

Globally, Synpulse has nearly 500 management consultants and staff working across a dozen offices in Europe, Asia and the US. The Zurich-headquartered firm supports its financial services clients across the entire value chain, from strategic development to technical implementation.


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