Wealth Dynamix has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Previously head of Microsoft Switzerland’s Financial Services Industry segment, Niklas has more than 20 years’ experience within the technology industry and has held various management roles across EMEA and the USA.
Niklas will be based at Wealth Dynamix’s soon to be opened offices in Zurich and will be responsible for all sales, marketing and partnership activities globally. He will be instrumental in driving the firm’s continued international growth strategy, which centres on expanding the reach of its award-winning client lifecycle management solutions on a global scale.
Niklas joins Wealth Dynamix as it celebrates an outstanding year of international success. Having launched its US operation early in 2017, Wealth Dynamix has forged an enviable name within the global wealth and investment management community. The firm has received a string of industry accolades for its pioneering WDX ONE functionality, with six awards secured in Switzerland alone*.
Most recently, Schroders Wealth, Cazenove Capital and a major Zurich based Capital Manager have deployed WDX ONE as the backbone of their digital strategy across Switzerland; as well as the UK, the Channel Islands and Asia. Wealth Dynamix’s new premises in Zurich will provide an opportune base from which to work with new and existing clients and to embrace the continued opportunities within the region.
Gary Linieres, CEO of Wealth Dynamix comments, “I am delighted to welcome Niklas to Wealth Dynamix. In the six years since our inception, we have made waves for our pioneering software and our consistent client focus. Niklas’s appointment underscores our commitment to furthering the breadth of Wealth Dynamix in our existing regions of operation and those which both we and our clients, see as opportune markets for the future. We look forward to building on our success in Switzerland from our new base in Zurich, and enlisting Niklas’s outstanding international experience to further our growth ambitions.”
WDX ONE has been consistently refined to empower wealth and investment managers to stay ahead of clients’ complex multi-jurisdictional needs at every stage; from prospecting, to onboarding and day-to-day client management. Flexible to the core, the platform adapts to firms’ existing technological capabilities to ensure a seamless and consistent client experience at every stage of the client lifecycle.
Wealth Dynamix has received several industry titles in recognition of its success on an international scale. The firm has won six awards in Switzerland:
Compliance – WealthBriefing Swiss Awards 2018
Best CRM System – WealthBriefing Swiss Awards 2018
Best Change Management Process/Best Implementation of Technology Solution – WealthBriefing Swiss Awards 2018
Outstanding Contribution to Wealth Management Thought Leadership – WealthBriefing Swiss Awards 2018
Outstanding Front-End Digital Solutions Provider – The Private Banker International Swiss Awards 2017
Best CRM System – WealthBriefing Swiss Awards 2017
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
31 March 2023
Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.
2 min. read
3 March 2023
Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
3 min. read
23 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.