Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing
Our mission is to provide Client Lifecycle Management (CLM) solutions for global wealth and asset managers and private banks. We will help you grow AuM, streamline operational processes, remain compliant and deliver innovative service.
In 2012 we recognised that wealth managers faced three key challenges, which remain today. There is too much friction and inefficiency throughout the CLM process, compliance is a major hurdle and digitising the client experience and service is a marathon not a sprint.
“Wealth Dynamix was borne out of my passion for wealth management and frustration that the client was being poorly served,” says Gary Linieres, Co-founder and CEO. “My mission was to solve a myriad of client management issues with technology, to significantly enrich the client experience rather than focusing on servicing accounts and portfolios.”
We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey, and therefore able to orchestrate journeys throughout the client lifecycle. Our sole focus on wealth management and private banking makes us the top choice for firms wanting to achieve process efficiencies, enrich client service and ensure compliance.
project delivery track record
First delivery of the world’s first CRM built for wealth managers.
Extended CRM capabilities to include client acquisition and onboarding.
Enhanced user experience including the introduction of a holistic 360 degree client view to increase front office adoption.
Global pandemic acts as a catalyst for new ways of working digitally.
Founded by Gary Linieres and Brent Randall
First delivery of CRM solution to client
Report 700% revenue growth and first award win
Launching of CLM solution called WDX1, first N.America client
Completes largest wealth management cloud delivery in Europe
5th fastest growing Fintech in Europe, launch in APAC
Signs bank project delivering in 8 global regions
1st APAC client
Industry changes post 2008 financial crisis. MiFiD rules around client suitability drive adoption of technology in the industry.
Wealth Dynamix is founded by Gary Linieres and Brent Randall
Regulations drive wealth managers to prioritise CRM and empower the front office.
Relaunched WDX1 as a full Client Lifecycle Management (CLM) solution – covering the end-to-end client journey.
Global expansion with delivery of WDX1 in Europe, Asia Pacific and United States of America.
Wealth Dynamix brings CLMi to the market.
We’re prolific award winners across all parts of the globe, here are some of our latest wins:
Introducing one of the most experienced WealthTech management teams, with over 250 years of technology and industry know-how.
Chief Executive Officer
20+ years technology experience, serial wealth management technology founder.
Chief Financial Officer
20+ years software development experience for front-to-back wealth management solutions.
25+ years experience in delivering large scale technology projects to the wealth management sector.
Chief Operating Officer
MD – Europe
15+ years experience in technology solution sales and management, and developing relationships with senior decision-makers.
Product Strategy Director
15+ years experience in CRM Strategy, business analysis and solution implementation, ex-Barclays Wealth.
20+ years experience in FinTech, planning and executing successful marketing strategies.
Director of Pre-Sales and Implementations
8+ years experience in delivering technology solutions successfully in financial services and making it stick.
Head of Pre-Sales
10+ years wealth management technology experience in consulting and pre-sales of front-to-back office solutions.
Head of Development
With 13+ years’ experience, Juan knows exactly how to deliver winning CRM/CLM solutions for wealth managers