April 26, 2016

Secure Microsoft Cloud-based CRM system to deliver unrivalled operational and cost efficiencies

London, April 26th – Wealth Dynamix, the UK’s leading CRM solutions provider to the wealth management sector, today announces the launch of WDX ONE – the first fully comprehensive and pre-configured Microsoft hosted CRM framework specifically tailored for wealth and investment managers. WDX ONE provides the most rapid and cost-efficient CRM implementation and business transformation package available to small to mid-market firms, cutting typical project delivery time and implementation costs by over 60%.

Using extensive experience gained from working with major UK banks and wealth managers such as Charles Stanley, Brewin Dolphin, Ruffer LLP, Brown Shipley and Quilter Cheviot; Wealth Dynamix are the first UK CRM technology supplier to create and deliver a best-practice CRM framework specifically tailored to the needs of the wealth and Investment management market.

WDX ONE will bring small to mid-market wealth and investment managers an unrivalled level of CRM functionality to facilitate onward growth with the most comprehensive suite of operational management, client on-boarding, suitability, marketing, business insight, sales performance, reporting capability and integration opportunities. The platform will enhance digital marketing and communications as well as delivering mobile tools and access for wealth managers.

WDX ONE will deliver best practice front-middle office capability available in Wealth Dynamix’s award-winning CRM solution; pre-packaged with all critical KYC and suitability requirements, full AML integration, operational workflows, reporting, client on boarding and marketing automation.

GFH & Co. Ltd (Hottinger) are one of the first to sign up to the platform.

Hottinger is delighted to be moving onto WDX ONE at a time when our firm is expanding and requires a solid, scalable platform as a result of organic growth combined with ever increasing regulatory requirements. We believe it is essential for leading boutique managers to be at the vanguard of technological advancements. We have been impressed with the functionality and have found the platform closely mirrors our own needs.
Tim Sharp
Executive Director at Hottinger

Demand for CRM technology and digital transformation has become the fastest growth area in the UK financial services sector in the last two years as the investment industry gets to grip with tightening conduct regulations, demand for optimal client operations and digital service provision.

Cloud-based solutions are a growing trend, with EY reporting at the Compeer Wealth Tech conference 2015 that 85% of wealth and investment management firms either use or are planning to use cloud-based services; adding that those that do not see managed services/cloud models as the future are increasingly in the minority.

Using or planning to use cloud-based services

0 %

At the Compeer Wealth Tech conference 2015 that 85% of wealth and investment management firms either use or are planning to use cloud-based services.

PWC’s Wealth Management Trend 2016 report also stated by 2020 the millennials will control over half of all investable assets and wealth managers are counting on new online and mobile offerings to attract new clients.

CEO of Wealth Dynamix Gary Linieres, comments; “The launch of WDX ONE has been timed to coincide with the FCA’s evolving guidance on the use of cloud solutions for client data, and the burgeoning demand from wealth managers to deploy sophisticated client relationship management solutions at an effective price point. This is a natural progression for Wealth Dynamix based on the insights and expertise we’ve gained from working with some of the UK’s leading institutions and deploying several thousand users of Wealth Dynamix. We are now able to offer wealth and investment managers of all sizes a standard set of tools to deal with regulatory compliance, improve operational efficiency and a comprehensive suite of advanced CRM tools that address the challenges of the digital age”.

He continues, “Firms are fighting to grow their AUM whilst dealing with increasing regulatory burdens and agile, tech savvy new competition. WDX ONE provides both regulatory compliance and opportunity for service improvement and digital expansion for ambitious investment firms looking to redefine their standards of business and take solid steps towards future growth.”

Wealth Dynamix’s CRM Solution won the ‘Best CRM 2015’ at the Goodacre awards and ‘Best Technology Provider Front Office’ at Wealth Adviser Awards 2016. Wealth Dynamix has been ranked 11th by the Sunday Times in the top 15 fastest growing UK start-ups and achieved Microsoft Gold Partnership in 2015.

Share

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

Read more insights

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

11 July 2022

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.

3 min. read

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

23 June 2022

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.

3 min. read

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

7 June 2022

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.

3 min. read

Gabriel Chan

Head of Sales – APAC

An accomplished, results-driven sales and marketing professional, Gabriel has held sales and marketing leadership positions in Singapore and China at some of the world’s most successful and respected global technology enterprises.

During more than 20 years spent at IBM, Sun Microsystems and Microsoft, Gabriel developed and implemented sales and channel strategies to support strategic business objectives.

His specialism is growing and extending sales territories to grow revenues and increase market share.

Travis Morgans

Head of Consultants

Travis combines 15 years of software delivery, business modelling and leadership experience with a passion for transforming business needs into effective digital solutions. Before joining Wealth Dynamix in March 2018, Travis led Operations for Nikon – a role which incorporated CRM product ownership responsibility and initiated over 10 years of MS Dynamics experience, from 2011 to Dynamics 365​.

 Since joining the Wealth Dynamix team, Travis has been instrumental in designing and delivering some of our most strategic WDX1 projects. Leading the consulting team for WDX1, he is responsible for their recruitment and development. The team’s complex remit supports a fundamental aim – to ensure Wealth Dynamix delivers the best client experience. ​Travis is also responsible for ensuring the WDX1 product is designed and evolved in the most adaptable way possible to drive adoption across our client base, existing and future.  

Joanne Donoghue

Chief Marketing Officer

An experienced, tenacious marketer, Jo joined the Wealth Dynamix team in 2021 as Head of Marketing and quickly rose to the position of Chief Marketing Officer. A Brand and Marketing specialist with a proven track record in BRB and B2C communications, Jo combines a customer-centred approach with strategic thinking.

Having held senior Marketing positions in numerous FTSE 100 businesses, including Asda Stores Ltd, The Co-operative Retail Group, plus financial services brands MBNA, OneFamily, TransUnion, The Co-operative Group, she possesses a wealth of experience in the fields of finance and technology.

Jo is passionate about activating the Wealth Dynamix brand across every channel, taking a holistic marketing approach to drive consistency, salience and thought-leadership activity.

About – Agustin Collazo

Head of Strategic Client Relationships

Agustin joined Wealth Dynamix over six years ago bringing a wealth of experience in change management.

Having experienced first-hand the challenges of managing clients through change, Agu now brings that expertise to Wealth Management firms looking to leverage technology in order to help them connect more effectively with their clients.

Agu has a deep technical knowledge of our solutions that allows him to deliver our products effectively, unlocking the full potential of every feature.

As our Head of Strategic Client Relationships, Agu’s specialist expertise supports firms to become more efficient, transparent and dependable using our CLM solutions.

Juan Stoppa

Head of Development

Juan has over 20 years’ experience developing and implementing CRM solutions and has spent the last 10 focusing primarily on the Client Lifecycle Management (CLM) in the Wealth Management industry.

Currently Head of Development, Juan is responsible on overseeing the technical direction of the product.

Before joining Wealth Dynamix, Juan has worked for Barclays, Fujitsu and Ciber delivering large scale CRM projects in the financial services industry.

Juan has a first degree in Telecommunication Engineering from Universidad Blas Pascal and a MSc in Business Information Technology from London South Bank University.

Ben Altmira

Director of Operations & Change

An internationally experienced change management professional, Ben is responsible for overseeing projects both internally, and for clients.

In a career spanning more than 20 years in global banking, finance and management consulting, Ben has led strategy formulation, project planning, change management adoption, business networking consultation and transformational change projects at Fortis Investments, Barclays Wealth and Investment Management and Verisure Securitas Direct. Since beginning his career at Deloitte, Ben has also amassed a wealth of experience working on complex CRM system implementations, and is a PROSCI-certified Change Practitioner and a Certified Scrum Master (Scrum Alliance).

David Backx

Director of Pre-sales and Implementations

When David joined Wealth Dynamix in 2015 he brought with him a vast amount of experience delivering large-scale Microsoft Dynamics CRM projects. As a Senior Business Analyst at Royal Bank of Scotland David managed deployments with more than 2000 users, for both Business and Commercial Banking, as well as working on key AML initiatives for RBS International. In his current role at Wealth Dynamix David supports the growth and strategic direction of client implementations in Europe. Wealth Dynamix leverages David’s product expertise to shape the product roadmap and ensure that the firm delivers solutions with the right capabilities, that will be enthusiastically adopted, by all customers.

Prior to his involvement in the wealth management sector, David worked as a waste management contracts manager, working with Multi Services Kent to ensure effective waste clearance and re-use at the 2012 London Olympics.

Cedric Neuville

Director of Pre-sales and Consulting Europe

Since joining Wealth Dynamix in 2019, Cédric has worked closely with clients to ensure that the WDX and CLMi solutions are deployed efficiently and effectively.

In a career spanning more than 25 years, Cédric has become an accomplished business and global project management leader covering both technology and financial markets sectors. Having held various roles in private banking (front, middle and back office) and brokerages, in both functional and technical roles, Cédric has led many projects including client onboarding implementations and KYC reviews, regulatory compliance projects (including PSD2, MIFID2/PRIIPS, GDPR, CRS, Rubik) and digital transformation projects (online and mobile design and implementation).

Cédric has vast experience building and managing international project teams, having created three offshore teams in Tunisia and India, managed a 70-employee company as Deputy CEO and a startup Fintech founded to create smartphone apps.

Johnny Beloe

Director of Pre-Sales

As Director of Pre-Sales, Johnny is responsible for maintaining the firm’s pre-sales policies, methodologies and resourcing. He is also leads some of WDX’s largest pre-sales analysis exercises, conducted for a wider variety of financial services firms spanning multiple jurisdictions.

Continual engagement with existing and prospective clients helps to inform the WDX1 product strategy, roadmap and pricing.

Johnny has spent his whole career in financial technology in various consultancy and
pre-sales roles. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more.

William Rouse

Commercial Director UK MEA

William’s commercial expertise in connecting technology to solve wealth management business challenges was borne out of his early career as a stockbroker, followed by a variety of Client Relationship Management and Sales roles in asset management and banking.

Having experienced first-hand the challenges of doing the job, William recognises that an unwavering focus on client service is required to build progressive and mutually beneficial partnerships in FOR the longer term. Having gained further experience working for financial technology service providers including Calastone and Contemi, he has the specialist expertise needed to identify how to leverage technology to help wealth managers connect more effectively with their clients, and become more efficient, transparent and dependable.

In addition to his role as Commercial Director at Wealth Dynamix, responsible for new business development in the UK, US and Middle East, William sits on the board of the Securities Investment Management Association (SIMA) where he is actively involved in exploring industry trends and challenges.

Dominic Snell

Chief Product Officer

An experienced and accomplished specialist in CRM technology and wealth management, Dominic is responsible for defining and leading the product roadmap for Client Lifecycle Management (CLM) solutions at Wealth Dynamix. Experienced in SaaS strategy definition, Dominic formulated the development and launch plan for the firm’s cloud-based CLMi solution.

Prior to joining Wealth Dynamix in 2014, Dominic held senior positions in both RBS and Barclays Wealth and Investment Management, where he was responsible for leading enterprise-scale CRM implementation projects.

With more than 15 years wealth management and WealthTech experience he has vast expertise and insights into best practice CRM and CLM execution.

Francois De Lescure

Chief Revenue Officer

François joined Wealth Dynamix in 2020 to grow the company’s presence in France and further extend business operations across Europe and has since been designated Chief Revenue Officer, a member of the board. 

Having closed several flagship deals for the company across Europe and Switzerland, today his role encompasses responsibility for new and existing revenues, recruiting, structuring and managing the sales team, plus owning the business forecast and reseller channels.

Previously, François served as Chief Sales and Marketing Officer, Executive Committee member and investor at DreamQuark, an Artificial Intelligence software startup. At DreamQuark, he secured the firm’s first recurring revenues with Tier-1 banks and insurance companies, won the Fintech of the Year award and enabled A and B level fundraising. Before that François spent almost 10 years at Nokia Networks, leading European Sales for Analytics Software.

François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.

Natalie Levine

Chief Operating Officer

Currently Chief Operating Officer and Board Member at Wealth Dynamix, Natalie is responsible for the strategic direction of operations across the business. A wealth and investment management industry expert, with more than 25 years experience delivering large-scale technology projects, Natalie plays a pivotal role in ensuring the efficient running of the firm and meeting key business goals.

Prior to joining Wealth Dynamix in 2019, Natalie was Head of Technology at Bridgepoint Advisers, a UK-based private equity investment firm. She joined Bridgepoint following an 18-year tenure at Quilter Cheviot, where she was Head of Technology responsible for Operations and execution of the firm’s business plan.

Brent Randall

Co-founder and CFO

A wealth and investment management industry expert, Brent has more than 25 years of experience in developing front to back software solutions that address sector-specific operational and compliance challenges.

Prior to co-founding Wealth Dynamix in 2012, he was a Director at Third Financial Software, where he drove product development.

Previously, he led business development and product strategy for the wealth management division of Financial Objects.

Brent spent 13 years at DST (now SS&C) until 2007, where he was Associate Director responsible for the global product strategy of institutional front office and wealth management solutions.

He graduated from Downing College, Cambridge, with an honours degree in Geography.

Gary Linieres

Co-founder and CEO

With a lifetime career in wealth management, beginning in front office sales more than 25 years ago, Gary is recognised as a highly successful, award-winning executive and serial entrepreneur.

Currently CEO at Wealth Dynamix, one of Europe’s fastest growing WealthTech firms which he founded in 2012, Gary has pioneered a new approach to Client Lifecycle Management (CLM) and built solutions suited to both enterprise-scale and mid-size financial institutions.

In his early career Gary excelled in a wide variety of FinTech sales management and executive roles in the UK, Switzerland and France.

Following his tenure as Managing Director at Financial Objects, which saw revenues grow by more than 300% on his watch, Gary founded and subsequently exited from Third Financial Software after it became a leading front office technology provider.

GET THE BROCHURE
Client Onboarding