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

by uma


LONDON, 7 June 2022. 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 – Rothschild & Co, Mirabaud, Rathbones and Cazenove Capital as reported by Spears[1] in which 5 of the top ten wealth managers work for firms using our CLM systems.

As the ONLY end-to-end CLM provider for Wealth Managers, Wealth Dynamix takes CLM to unchartered territories. The Wealth Dynamix solution adds intelligence to client data. This empowers advisors to make the right recommendations at the right time, identify opportunities to grow revenue and boost operating efficiencies, all while ensuring regulatory adherence.

Gary Linieres, CEO and Co-founder OF Wealth Dynamix said: “Wealth managers have a problem. Clients are demanding cutting-edge technology at breakneck speeds. Hyper-personalisation and assisted forms, real-time recommendations, omni-channel experiences, same-day onboarding and seamless access to a large product ecosystem with e-signatures and secure chat to name just a few capabilities – are not just desired by customers but expected. Yet very few firms can offer this”.

“Our technological innovations are transforming wealth management. They boost balance sheets and improve staff satisfaction, while attracting and retaining customers like never before. The proof is in the pudding as we now power four companies with the top performing wealth managers”.

Wealth Dynamix’s technological innovations are transforming wealth management. They boost balance sheets and improve staff satisfaction, while attracting and retaining customers like never before.  Here are just some of the benefits our clients have realised when using Wealth Dynamix:

1,50% increase in productivity

Our CLM solutions prove that a client-centric approach is truly the best way forward, for the whole firm. We’re proud to reveal that since adopting our solutions, wealth managers have reported a spectacular 50% increase in productivity across front, middle, and back offices.

2.From 30 days to same-day onboarding

One of our most powerful improvements is reducing the onboarding time to a mere fraction of what it was. By combining powerful regtech with our client lifecycle technology, we’ve cut the process from 30 days to less than one. This doesn’t just make things quick and pain-free for customers, it liberates compliance teams too.  Our digital-first CLM removes paper from the process and replaces it with pre-filled online documents ready for e-signature at the click of a button.

3.95% improvement in the consistency of data

Our innovative technology brings together vast swathes of valuable information. From there, it creates highly accurate insights, forecasts and predictions. Since implementing our innovative technology, wealth managers have enjoyed an incredible 95% improvement in the consistency of data.

4.25% improvement in opportunity conversion

Convincing affluent and High Net Worth clients to opt for a new investment product or service can be highly beneficial for all parties. However, it can be notoriously difficult too. Since implementing our technology however, wealth managers reported a significant 25% improvement. This is an extraordinary achievement and shows the hard-hitting impact of our innovative solutions.

5.40% increase in staff satisfaction with technology

Since implementing our technology, wealth managers have noticed a boost in satisfaction in the workplace. Employees have better data, less admin and can solve problems much more efficiently. Across the front, middle and back office, clients report an impressive 40% increase in employee satisfaction. 

Founded in 2012 by wealth management technology experts Gary Linieres and Brent Randall, Wealth Dynamix are the first wealth management technology firm to revolutionise the Client Lifecycle Management (CLM) processes with innovative applications. Wealth Dynamix digitises the entire client lifecycle for private banks and wealth managers, from client acquisition and onboarding through to ongoing relationship management and client servicing. Wealth Dynamix identifies opportunities for boosting operating efficiencies and growing revenue, whilst enabling a significantly higher degree of client insight and due diligence. Wealth Dynamix operates globally with offices in the UK, France, Switzerland, Singapore, United States of America, Lithuania and Vietnam.


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