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LONDON, March 1, 2023 /PRNewswire/ — Wealth Dynamix is ​​a leading provider of customer lifecycle management platforms for private banks and wealth management firms. These platforms span all phases of the customer lifecycle, from lead acquisition to customer onboarding and management, through a consolidated 360-degree view of all customer data, activities and actions. The platform is designed to drive operational efficiencies and increase revenue, while enriching the customer experience and enabling a significantly higher degree of customer insight and due diligence.

Robert Roome has 20 years of experience in the wealth management and private banking sectors, in technology companies, wealth management and management consulting. He has previously worked with Wealth Dynamix, as well as companies such as Barclays and RBS, and most recently in the private banking and wealth management practice of management consultancy Sionic. This extensive experience puts you in a unique position to support the acceleration of business, technology and human performance.

In this newly created role, Robert will be responsible for helping to further the growth of Wealth Dynamix and its position as the leading provider of customer lifecycle management solutions to the industry. He will report to Gary Linieres, CEO of Wealth Dynamix and will be part of the company’s Executive Committee.

Commenting on the appointment, Gary said: “I am delighted that Robert has joined Wealth Dynamix, especially at this point in the company’s history when we welcomed Indosuez Wealth Management as a majority shareholder last month, whose endorsement he will support. our accelerated development while allowing us to maintain our independence and agility.The strength of the group will enable us to better serve our current and future customers, accelerate our product evolution and ultimately provide us with greater growth opportunities in regions such as the EU and APAC”.

“Our unique focus on private banking and wealth management makes us the best choice for companies looking to revitalize cost:income ratios while improving customer experiences, making us play a crucial role in the future of the wealth management industry.”

Robert commented, “It’s great to be joining the Wealth Dynamix team at this exciting time, where the wealth management industry is facing a real inflection point, due to rapidly changing client expectations, a changing regulatory landscape and technological advances.

About Wealth Dynamix

Wealth Dynamix operates globally and is committed to providing wealth managers with fully integrated, digitized client lifecycle management solutions that eliminate friction and inefficiency across the lifecycle, incorporate regulatory compliance and provide the ability to offer a fully hybrid customer service experience.

Wealth Dynamix enjoyed a successful 2022 with revenue and headcount growth of 50%, along with new and renewed contracts with Mirabaud and Banco Sabadell (Miami branch), respectively, and now services four of the best companies in wealth management for world’s UHNWI, according to Spears, with Rothschild

Wealth Dynamix focuses exclusively on wealth management and private banking, making it the best choice for companies that want to improve process efficiencies, enrich customer service, and ensure regulatory compliance. Winner of more than 40 global awards since its launch in 2012, it has recently been awarded WealthBriefing’s Best CRM System (Switzerland) and Best CLM System (Americas) 2023 and Best CLM Solution by the Wealth.

Wealth Dynamix prides itself in the knowledge that no other provider can offer a unified platform that spans the entire customer journey and is therefore capable of orchestrating journeys throughout the customer lifecycle.

Wealth Dynamix is ​​part of the Indosuez Wealth Management group of companies, which acquired a majority stake in Wealth Dynamix in January 2023.

For more information, contact:

Joanne Donoghue

Marketing Manager


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