Wealth Dynamix

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LATEST INSIGHTS

Client lifecycle management: a new driver of performance in wealth management

1 October 2026

Client lifecycle management: a new driver of performance in wealth management

Faced with increasingly demanding clients and an ever more complex regulatory environment, wealth management professionals are being forced to rethink how they operate. Since 2012, Wealth Dynamix has been digitising the client journey through its client lifecycle management platform, restoring the central role of advice.

5 min. read

How perpetual KYC supports a proactive compliance framework

29 July 2026

How perpetual KYC supports a proactive compliance framework

As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.

5 min. read

The future of onboarding: Embracing a holistic client lifecycle management approach

19 June 2026

The future of onboarding: Embracing a holistic client lifecycle management approach

Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.

5 min. read

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Mark Perkins

Chief Technology Officer

As Chief Technology Officer at Wealth Dynamix, Mark is responsible for the company’s technology strategy and the teams that deliver it, from architecture through to execution. With over 16 years’ experience in financial services technology, Mark has led complex transformation programmes across capital markets, with particular depth in cloud transformation, SaaS and trading and risk platforms.

Prior to joining Wealth Dynamix in 2026, Mark ran the financial services SaaS solutions business at DXC Technology, partnering with leading software providers across capital markets, fund administration and open banking to build and operate SaaS platforms. Earlier in his career, while living in Australia, he helped to significantly grow the technical consulting team at Luxoft, delivering numerous cloud and risk platform modernisation initiatives, before running market risk technology for ANZ Bank. Mark brings this breadth of platform and transformation experience to Wealth Dynamix’s technology strategy and clients.

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