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Wealth Dynamix



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  • Opens doors to new offices in New York and Toronto
  • Expands senior team in North America


Client Lifecycle Management specialists, Wealth Dynamix, has seen its international expansion continue apace, with the recent opening of the New York and Toronto offices.

Welcoming Kevin Jennings and Chad Jennings to Wealth Dynamix who both previously worked at Boston Consulting Group’s subsidiary, Expand Research, a leading provider of competitive analysis for financial services.

Delivering unique decision-support services that enable the development, validation and execution of better business and technology strategies, Expand Research was acquired by Boston Consulting Group (BCG) in 2011 as part of a strategic acquisition.

Kevin recently led the business development function for Expand’s Asset & Wealth Management division in North America, providing financial services firms with consulting, competitive intelligence and strategic roadmap planning across Technology and Operations.

Chad led the Asset and Wealth Management benchmarking practice at Expand Research, working with leading Wealth and Asset Managers globally.

Both join Wealth Dynamix as Senior Vice Presidents to grow the North American division and will be responsible for client acquisition and new business development.

Gary Linieres, CEO of Wealth Dynamix, says, “We are delighted to be expanding further in North America and welcome Kevin and Chad to the Wealth Dynamix team, both bring significant knowledge of the technology vendor landscape across the wealth management market. This is a very exciting time for Wealth Dynamix and I am looking forward to what the next year brings to the region.”

Mr Linieres continues, “Wealth is rapidly changing around the world and the forward-thinking firms are recognizing that clients view their wealth and investment managers on a par with their other luxury providers. With the market becoming more competitive and margins squeezed harder than ever, businesses are embracing digital to vastly improve the client experience, ensure compliance and save money. Streamlined processes and smarter ways of working have given our clients their greatest saving – time. This enables them to give the best possible advice to current clients while developing their businesses, however challenging the wider environment. We look forward to building on Wealth Dynamix’s rapid success in the UK in this exciting and opportune market.”

The North American team has already successfully integrated the award-winning WDX ONE Client Lifecycle Management functionality across the US arm of Spain’s fifth largest private and corporate bank in Miami – with outstanding results.

Wealth Dynamix’s success in North America has been underscored by growing industry recognition with the triumph of Best Onboarding Solution award at New York’s Family Wealth Report Awards 2018 and Outstanding Digital Solution provider 2018 beating stiff competition from Temenos and Appway.