Who we are
WDX offers client management and business intelligence solutions based on the Microsoft Dynamics platform which can be delivered either via the cloud or within existing in-house infrastructure. WDX solutions are purpose built to address the industry challenges around conduct risk and increased demand for levels of relationship management, client service, mobile and digital communication.
Why choose WDX
Increased Value, Reduced Cost
Taking advantage of tens of thousands of man days developing and implementing a wealth and investment management focused solution, WDX accelerates time to delivery, lowers project costs and leverages significant IP learned from peer organisations. WDX offers a robust product set that only requires configuration and specific customisations as needed with pre-built interfaces to significantly accelerate project delivery timeframes.
Lower Project Risk
A 100% focused industry specialist with a proven and constantly evolving solution will lower project risk. Our professionals are domain experts who have worked for years in the provision of technology systems to the wealth and investment management markets. Dedicated to meticulous project planning, excellent customer service and communication with our customers, WDX offers a high value, low risk solution.
Firms in this industry learn quickly that a well implemented CRM and client management solution underpins the entire client experience, which is increasingly effected through digital channels both internally through a modern, intuitive and efficient desktop application for RMs and externally through to client engagement in the form of marketing automation, self-service web portals and social media interactions.
WDX forms the foundation of a digital strategy focused on superior client outcomes delivered via digital channels. It orchestrates the complex interactions across the advice process connecting the outward facing presentation of the firm’s offering with the processing and reporting platforms that are required to execute on the firm’s products and services.
WDX is built on a foundation of commitment to delivery and has established a 100% track record of delivering some of the most complex CRM projects in the market today. WDX recognises that such projects work most effectively based on the establishment of trusted collaboration between all parties. We know your business with over 10 years delivering 50+ dynamics CRM projects to wealth managers and working closely with industry experts, monitoring industry and technological advances and our partnership with Microsoft drives the use of cutting edge technologies to support the developing nature of your business and enables WDX to offer an evolving product that adapts to industry changes.
Project Methodology & Approach
The team at WDX have provided consultancy to the wealth management sector for over fifteen years with many successful projects to our name. Our consultants know how to get users to adopt through a thorough training and change process.
WDX has developed a proven methodology for understanding and documenting the required business, technical and project steps required to deliver the Microsoft Dynamics technology within the wealth management business.
The combination of WDX and the wider Microsoft Dynamics ecosystem provides the most strategic platform available to drive the investment management industry forward in the context of client engagement. The WDX solution forms the basis for the continuous enhancement of the client experience and a firm’s knowledge of its own business. WDX has many partnerships with other leading technology providers, back office systems, and consultancy and research specialists to offer a dynamic, innovative and integrated solution.
The WDX partner ecosystem is growing by the day, if you would like to work with us then you can get in touch with us on our Partners page.
"The inevitable cultural shift towards technology-driven client offerings, digital services and data-driven applications has created unprecedented change across the industry."
Chief Executive Officer
Chief Operating Officer
Chief Revenue Officer
Group Managing Director
Gary Linieres - Chief Executive Officer
Gary Linieres, cofounder of WDX, has over 15 years’ experience in the financial technology sector, encompassing sales, sales management and general management roles in software vendors around the world.
Gary started his career as a European sales executive for Microbank software. After 7 years, Gary concluded his career at Microbank running the continental European business based in Paris before the company was successfully sold to SunGard.
Following Microbank Gary held several senior sales management and directorships at Netik, Reuters and DSTi before finally becoming Managing Director of Financial Objects Wealth Management Division.
Prior to WDX, Gary cofounded Third Financial Software in 2007 and in 2012 sold his stake in TFS to start his own venture.
Brent Randall - Chief Operating Officer
Brent Randall is the cofounder and chief operating officer of WDX and has over 20 years of experience in the investment management software industry.
Previously, Brent was a Director at Third Financial Software where he was responsible for product development.
Prior to that Brent headed up the wealth management division at Financial Objects directing business development and product strategy.
Brent was also an associate director at DST International Ltd, where he was responsible for the global product strategy of the company’s institutional front office and wealth management solutions.
Brent has an honours degree in Geography from Downing College, Cambridge.
Niklas Lindberg - Chief Revenue Officer
Niklas Lindberg is the Chief Revenue Officer at WDX, based in Zurich Switzerland, responsible for all sales, marketing and partnership activities globally.
Niklas has more than 20 years of experience within the Technology industry in various management roles across EMEA and USA including Microsoft, where he most recently was leading the Financial Services Industry segment of Microsoft Switzerland.
Niklas’ career started within business consulting, including managing the Nordic CRM vertical at Deloitte Consulting. Niklas’ background also includes 2 start-ups with the London based FinTech start up Algomi as the most recent one, where he led the global sales efforts.
Niklas holds a degree in Marketing from OSU, coupled with executive courses at MIT Sloan.
Matt Aylward - Group Managing Director
Matt Aylward has over 17 years’ experience within the Wealth Management and Technology sector. Throughout his career, Matt has completed a variety of roles including operational management, change management, business development etc. and has operated at ‘C’ Level for the past 10 years.
Matt has been directly involved in setting up and growing businesses both in the Wealth Sector and within Fintech. As Managing Director for EMEA Matt oversees the UK and emerging markets within the sector.
Head of Consulting
Group Head of Marketing
SVP Operations Americas
Head of Development
Dominic Snell - Head of Consulting
With 10 years’ experience working in Blue Chip organisations, Dominic has spent most of these working to deliver large-scale projects to implement CRM strategies in various sectors, with clients including Barclays Wealth, RBS and Apple. During this time he has developed a strong working knowledge of the best practices and the pitfalls of embarking on such projects, and also brings deep product knowledge of Microsoft Dynamics and its use in wealth and investment management.
Dominic’s mission at WDX is help our clients realise the value of their investment by focusing on building software they need and the support to ensure adoption by the business.
Laura Dalziel - Group Head of Marketing
Laura is the Group Head of Marketing for WDX and is in charge of the global marketing strategy by working closely with the sales and marketing teams to enhance brand recognition, build strong partnerships and promote WDX as a market leader.
Laura holds a Bachelor of Arts degree in Modern Languages and is qualified in Microsoft Dynamics sales and Click Dimensions marketing for CRM.
Prior to WDX, Laura worked internationally for over 6 years in various managerial roles within a Worldwide educational and activity organisation and later as a primary and secondary teacher in Madrid. Laura holds a Masters in Secondary Education and is a fluent speaker of French and Spanish.
Matthew Yates - SVP Operations Americas
Matt has 9 years’ experience as a Microsoft Dynamics CRM consultant across a wide variety of industries.
Matt started his career designing and implementing Expert Systems in the Public Sector, before moving into the Microsoft Dynamics CRM space. He has since gone to take the lead role on several large enterprise CRM projects including names such as Coller Capital and London Metal Exchange.
Prior to WDX, Matt was as a Global CRM Lead on a pan-European project; managing a team of eleven to deliver a scalable Dynamics CRM solution to nine countries.
Nils Beuth - Head of Development
Nils has been doing the CRM gig for too long to remember, primarily in London’s financial sector but also in government (both London and Dubai) and transport (London). He has taken an unorthodox route to ‘head of development’; starting as a pure business analyst, dabbling in project management but ultimately finding solace at the coalface of software development.
At work these days Nils focuses on two main themes:
1. Improving software quality via agile methodologies, architecture, design patterns, continuous integration, refactoring and code reviews.
2. Bridging the gap between user stories and development, and driving better performance and cohesion amongst all team members.
Group Head of Product
Head of Sales EMEA
Head of Operations EMEA
Robert Roome - Group Head of Product
Robert Roome has over 13 years’ experience in helping organisations implement and embed customer relationship management solutions. This has included roles at consultancies such as Capgemini, and large financial services organisations such as Barclays Wealth, RBS and Capital International. With his current role of Product Owner for WDX, Robert is responsible for overseeing the digital engagement & client management product, working with potential Fintech partners, and overseeing some of the largest deployments of the WDX Software.
Robert gained a first in Computer Science from University of York, he also holds the Investment Management Certificate (IMC).
Roxanne Afzali - Head of Sales EMEA
Roxanne spearheads the pursuit of the many opportunities that exist in the market and has been responsible for the strategic promotions and sales positioning of WDX in the EMEA market.
Prior to joining WDX, Roxanne was working in the technology solutions industry for a number of years and was the Head of Sales for Third Financial.
Roxanne has a BSC Hons in Law and MSc in Business Management from Imperial College London.
Sonia Moore - Head of Operations EMEA
Sonia Moore has over 13 years of commercial experience with various Blue Chip organisations, 8 of which as a Dynamics CRM Programme / Project manager within the financial sector.
Prior to WDX, Sonia was a CRM programme manager within the CRM Centre of Excellence (CoE) in Barclays, delivering large-scale Dynamics CRM institutional projects to numerous parts of the Barclays business globally, including Barclays Corporate and Barclays Capital and covering implementation requirements such as client relationship and opportunity management, events management and complex complaints management.
Sonia acquired a first class honour degree in Computer Applications (Information Systems), she also holds a number of related Microsoft Dynamics qualifications.
Spencer Clark - Solutions Architect
Spencer Clark has over 15 years of experience as a developer and consultant within the investment management software industry.
His current responsibility is directing the product development of WDX new generation wealth management CRM solution.
Previously, Spencer was the product architect at Third Financial Software where he led the early development effort for the product and later became the key technical guru for the organisation.
Prior to that Spencer has held several senior technical development roles at Financial Objects, GAM and WMS.
Digitally transform your business and stay competitive
WDX is a privately held company owned by senior management that was formed in January 2012 by a group of experienced technology and financial industry experts who recognised the need for a focused client management solution for wealth and investment managers.
WDX’s competitive edge is a combination of market specific expertise allied with first class technical skills that have been used to develop technology solutions to address the regulatory and digital challenges of today’s wealth management industry and ultimately protect the client from mis-selling and the financial institution from regulatory misconduct.
Wins ‘Best On-boarding Solution’ at the Family Wealth Report Awards in US
Awarded for ‘Compliance’, ‘Best CRM System’, ‘Best Change Management Process’ & ‘Thought Leadership’ at the WealthBriefing Swiss Awards.
Crowned Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017
Ranked no. 19 in the Deloitte Technology Fast 50
Ranked no. 18 in the Tech Track 100 by The Sunday Times
Awarded Best CRM Solution at The Systems in the City Awards
Wins Best Technology provider- Front Office at the Wealth Adviser Awards
Crowned best CRM system at the Wealthbriefing Swiss Awards 2017
Opened US office and first US client
Launched WDX ONE online
Awarded Best Technology Provider at the Wealth Adviser Awards
Ranked 11th fastest UK start up by The Sunday Times
115% revenue growth
Won best CRM solution at Goodacre Awards
Achieved Microsoft Gold Partner
700+% revenue growth
Wins best IT newcomer at Wealthbriefing Awards
First client signed
First WDX software release
WDX was founded