Trusted digital client lifecycle management provider to the world’s most respected private banks, wealth and asset managers
Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management branch of the Crédit Agricole Group.
Wealth Dynamix operates globally and is committed to providing wealth managers with fully integrated digitalised client lifecycle management solutions which remove friction and inefficiency throughout the lifecycle, embeds compliance and provides the ability to offer a fully hybrid client servicing experience.
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.
We’re prolific award winners across all parts of the globe, here are some of our latest wins:
Why Wealth Dynamix
Read through our timeline to see key turning points in our company’s history.
With a lifetime career in wealth management, beginning in front office sales more than 25 years ago, Gary is recognised as a highly successful, award-winning executive and serial entrepreneur.
Currently CEO at Wealth Dynamix, one of Europe’s fastest growing WealthTech firms which he founded in 2012, Gary has pioneered a new approach to Client Lifecycle Management (CLM) and built solutions suited to both enterprise-scale and mid-size financial institutions.
In his early career Gary excelled in a wide variety of FinTech sales management and executive roles in the UK, Switzerland and France.
Following his tenure as Managing Director at Financial Objects, which saw revenues grow by more than 300% on his watch, Gary founded and subsequently exited from Third Financial Software after it became a leading front office technology provider.
A wealth and investment management industry expert, Brent has more than 25 years of experience in developing front to back software solutions that address sector-specific operational and compliance challenges.
Prior to co-founding Wealth Dynamix in 2012, he was a Director at Third Financial Software, where he drove product development.
Previously, he led business development and product strategy for the wealth management division of Financial Objects.
Brent spent 13 years at DST (now SS&C) until 2007, where he was Associate Director responsible for the global product strategy of institutional front office and wealth management solutions.
He graduated from Downing College, Cambridge, with an honours degree in Geography.
Chief Operating Officer at Wealth Dynamix, Natalie is responsible for the strategic direction and management of operations across the business.
An investment management technology expert, with more than 25 years’ experience delivering large-scale technology projects, Natalie plays a pivotal role in ensuring the efficient running of the firm and meeting key business goals.
Prior to joining Wealth Dynamix in 2019, Natalie was Head of Technology at Bridgepoint Group plc a leading quoted private assets growth investor. She joined Bridgepoint following an 18-year tenure at Quilter Cheviot where she was Head of Technology, responsible for the management of the company’s technology operations and the implementation of new IT systems and policies.
An experienced and accomplished specialist in CRM technology and wealth management, Dominic is responsible for defining and leading the product roadmap for Client Lifecycle Management (CLM) solutions at Wealth Dynamix. Experienced in SaaS strategy definition, Dominic formulated the development and launch plan for the firm’s cloud-based CLMi solution.
Prior to joining Wealth Dynamix in 2014, Dominic held senior positions in both RBS and Barclays Wealth and Investment Management, where he was responsible for leading enterprise-scale CRM implementation projects.
With more than 15 years wealth management and WealthTech experience he has vast expertise and insights into best practice CRM and CLM execution.
François joined Wealth Dynamix in 2020 to grow the company’s presence in France and further extend business operations across Europe and has since been designated Chief Revenue Officer, a member of the board.
Having closed several flagship deals for the company across Europe and Switzerland, today his role encompasses responsibility for new and existing revenues, recruiting, structuring and managing the sales team, plus owning the business forecast and reseller channels.
Previously, François served as Chief Sales and Marketing Officer, Executive Committee member and investor at DreamQuark, an Artificial Intelligence software startup. At DreamQuark, he secured the firm’s first recurring revenues with Tier-1 banks and insurance companies, won the Fintech of the Year award and enabled A and B level fundraising. Before that François spent almost 10 years at Nokia Networks, leading European Sales for Analytics Software.
François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.
Urs joined Wealth Dynamix to lead and further develop the business in Austria, Germany and Switzerland and bring in his sales expertise from Avaloq, Finastra and Temenos.
He started his career 20 years ago working for IBM Business Consulting Services working on several implementation projects and evaluation initiatives in the banking industry in both private wealth and retail.
The last ten years Urs was a key contributor to Temenos’ story in DACH and Eastern Europe region, contributing and leading large and complex deals. In his last role, he led the strategic accounts in DACH and Eastern Europe. He is a recognized leader in the banking software sales market and based in Zurich, Switzerland.
In addition to his role as Executive Sales Advisor at Wealth Dynamix, responsible for new business development in Austria, Germany and Switzerland, Urs is member of several boards of directors.
Urs gained a Master in Business Administration from University of St. Gallen (HSG).
As Director of Pre-Sales, Johnny is responsible for maintaining the firm’s pre-sales policies, methodologies and resourcing. He is also leads some of WDX’s largest pre-sales analysis exercises, conducted for a wider variety of financial services firms spanning multiple jurisdictions.
Continual engagement with existing and prospective clients helps to inform the WDX1 product strategy, roadmap and pricing.
Johnny has spent his whole career in financial technology in various consultancy and
pre-sales roles. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more.
Since joining Wealth Dynamix in 2019, Cédric has worked closely with clients to ensure that the WDX and CLMi solutions are deployed efficiently and effectively.
In a career spanning more than 25 years, Cédric has become an accomplished business and global project management leader covering both technology and financial markets sectors. Having held various roles in private banking (front, middle and back office) and brokerages, in both functional and technical roles, Cédric has led many projects including client onboarding implementations and KYC reviews, regulatory compliance projects (including PSD2, MIFID2/PRIIPS, GDPR, CRS, Rubik) and digital transformation projects (online and mobile design and implementation).
Cédric has vast experience building and managing international project teams, having created three offshore teams in Tunisia and India, managed a 70-employee company as Deputy CEO and a startup Fintech founded to create smartphone apps.
When David joined Wealth Dynamix in 2015 he brought with him a vast amount of experience delivering large-scale Microsoft Dynamics CRM projects. As a Senior Business Analyst at Royal Bank of Scotland David managed deployments with more than 2000 users, for both Business and Commercial Banking, as well as working on key AML initiatives for RBS International. In his current role at Wealth Dynamix David supports the growth and strategic direction of client implementations in Europe. Wealth Dynamix leverages David’s product expertise to shape the product roadmap and ensure that the firm delivers solutions with the right capabilities, that will be enthusiastically adopted, by all customers.
Prior to his involvement in the wealth management sector, David worked as a waste management contracts manager, working with Multi Services Kent to ensure effective waste clearance and re-use at the 2012 London Olympics.
An internationally experienced change management professional, Ben is responsible for overseeing projects both internally, and for clients.
In a career spanning more than 20 years in global banking, finance and management consulting, Ben has led strategy formulation, project planning, change management adoption, business networking consultation and transformational change projects at Fortis Investments, Barclays Wealth and Investment Management and Verisure Securitas Direct. Since beginning his career at Deloitte, Ben has also amassed a wealth of experience working on complex CRM system implementations, and is a PROSCI-certified Change Practitioner and a Certified Scrum Master (Scrum Alliance).
Juan has over 20 years’ experience developing and implementing CRM solutions and has spent the last 10 focusing primarily on the Client Lifecycle Management (CLM) in the Wealth Management industry.
Currently Head of Development, Juan is responsible on overseeing the technical direction of the product.
Before joining Wealth Dynamix, Juan has worked for Barclays, Fujitsu and Ciber delivering large scale CRM projects in the financial services industry.
Juan has a first degree in Telecommunication Engineering from Universidad Blas Pascal and a MSc in Business Information Technology from London South Bank University.
Agustin joined Wealth Dynamix over six years ago bringing a wealth of experience in change management.
Having experienced first-hand the challenges of managing clients through change, Agu now brings that expertise to Wealth Management firms looking to leverage technology in order to help them connect more effectively with their clients.
Agu has a deep technical knowledge of our solutions that allows him to deliver our products effectively, unlocking the full potential of every feature.
As our Head of Strategic Client Relationships, Agu’s specialist expertise supports firms to become more efficient, transparent and dependable using our CLM solutions.
An experienced, tenacious marketer, Jo joined the Wealth Dynamix team in 2021 as Head of Marketing and quickly rose to the position of Chief Marketing Officer. A Brand and Marketing specialist with a proven track record in BRB and B2C communications, Jo combines a customer-centred approach with strategic thinking.
Having held senior Marketing positions in numerous FTSE 100 businesses, including Asda Stores Ltd, The Co-operative Retail Group, plus financial services brands MBNA, OneFamily, TransUnion, The Co-operative Group, she possesses a wealth of experience in the fields of finance and technology.
Jo is passionate about activating the Wealth Dynamix brand across every channel, taking a holistic marketing approach to drive consistency, salience and thought-leadership activity.
Travis combines 15 years of software delivery, business modelling and leadership experience with a passion for transforming business needs into effective digital solutions. Before joining Wealth Dynamix in March 2018, Travis led Operations for Nikon – a role which incorporated CRM product ownership responsibility and initiated over 10 years of MS Dynamics experience, from 2011 to Dynamics 365.
Since joining the Wealth Dynamix team, Travis has been instrumental in designing and delivering some of our most strategic WDX1 projects. Leading the consulting team for WDX1, he is responsible for their recruitment and development. The team’s complex remit supports a fundamental aim – to ensure Wealth Dynamix delivers the best client experience. Travis is also responsible for ensuring the WDX1 product is designed and evolved in the most adaptable way possible to drive adoption across our client base, existing and future.
Darell Miller is Managing Director, APAC based in Singapore. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams.
Darrell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, ICE Data Services, DTCC, RIMES and AQMetrics. In his last three roles he has focused on Regtech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting.
Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions. Prior to joining the financial world Darell served as an infantry officer in the Royal Regiment of Fusiliers, including active service in the Gulf War.
When not working or walking his dog, Darell would wish to be either on the waves or in the mountains. Skiing has been a passion since his teenage years and has taken him from slalom and downhill racing in the Army, to off-piste and ski touring. Surfing is something he has taken up much more recently and mainly comprises trying to look elegant whilst falling over.
An experienced global People and Culture leader, Kristian joined Wealth Dynamix in June 2022 and is responsible for developing organisational capabilities and enhancing our performance culture.
Kristian started his career in international supply chain and logistics before making the move into HR. His HR career has spanned over 20 years and has incorporated global HR leadership positions across multiple sectors, including consulting, high-technology, consumer goods and professional services, working for FTSE 100 listed companies as well as SMEs and start/scale-ups.
He has lived and worked in the UK, US, South Africa and Australia and has led significant global organisational change including scale-ups, M&A and business transformation. With a passion for enabling people to reach their full potential, he is also a trustee and finance committee member of a mental health charity.
Kristian holds a European Executive MBA from ESCP Business School (École Supérieure de Commerce de Paris), and BSc(Hons) Transport/Logistics. He is also a Fellow of the Chartered Insitute of Personnel and Development.
Robert Roome has 20 years of experience in the Wealth Management and Private Banking Industries, within technology, wealth management and management consulting firms.
He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy, Sionic.
This breadth of experience makes him uniquely positioned to support the acceleration of business, technology and people performance.
Gaëlle joined Wealth Dynamix as Senior Sales Executive in February 2023 to further the expansion of the company and offer our products to French-speaking new clients all over Europe, regarding our both solutions WDX1 and CLMi.
In her 35 years of experience, Gaëlle has been dedicating her time and energy to help grow banks, thanks to digital financial software solutions and consulting teams delivering and contributing to success.
Having worked 4 years for SG Private Banking and BNP Private Banking, Gaëlle has developed a very deep understanding and business acumen of the private bankers commercial, regulatory and technological needs, which has led her to put a special focus since then.
With a commercial diploma from EM Lyon , a top French Business School, Gaëlle has always kept a consistent interest in finance, sales and marketing, which has helped her build her profile as Senior Sales Executive helping customer to explore their needs and define the best solutions to get private bankers and customers satisfied.
An accomplished, results-driven sales and marketing professional, Gabriel has held sales and marketing leadership positions in Singapore and China at some of the world’s most successful and respected global technology enterprises.
During more than 20 years spent at IBM, Sun Microsystems and Microsoft, Gabriel developed and implemented sales and channel strategies to support strategic business objectives.
His specialism is growing and extending sales territories to grow revenues and increase market share.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.