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garylinieres
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Gary Linieres

CEO & Co-founder
Wealth Dynamix
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12 May 2020
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Followed by John Sims, Martha Boyle and 5 others you follow

Bio

Leading an awesome team of experts to build and deliver client lifecycle management solutions to the global wealth and asset management and private banking market, enabling them to grow AuM, streamline operational processes, stay compliant and provide a tailored and innovative service.

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CEO & Co-founder
Wealth Dynamix
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Gary Linieres

Beyond onboarding: pitfalls and potential during a pandemic

Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putting their business at risk. In January we released an e-book my colleague spoke to them about the need to see client lifecycle management (CLM) for wh...

30 July 2020 Capital Markets Technology

Gary Linieres

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within weeks our world would be turned upside down by a pandemic as voracious as COVID-19. In hindsight, the quote I referenced at that time from Jim Marous, Ed...

14 May 2020 Trends in Financial Services

Gary writes about

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  • markets
  • covid-19

Gary's opinion archive

  • 2020 (2)
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