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Wealth Dynamix welcomes Luna Investment Management as a new client

By Gloria Methri

April 02, 2024

  • Client Lifecycle Management
  • CLMi
  • CRM Solutions
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Wealth Dynamix, FinTech, Regulatory Compliance, CRM, CLM, Luna Investment Management, UKWealth Dynamix, a provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers, has announced  Luna Investment Management as a new client as part of its partnership with Third Financial.

Luna Investment Management is a specialist investment management company working with private clients and their advisors in the UK. Like numerous other wealth management firms in the UK, Luna faces an evolving regulatory landscape and the need to prioritise client satisfaction.

Wealth Dynamix’s comprehensive CLM platform, CLMi, will empower Luna to:

  • Navigate regulatory changes: CLMi ensures compliance with the latest FCA requirements, including the Consumer Duty, by providing robust client onboarding, KYC/AML procedures, and communication tracking features.
  • Enhance client engagement: CLMi fosters proactive relationship management through centralised client data management, automated workflows, and personalised communication tools.
  • Increase efficiency: Streamlined processes for onboarding, account management, and reporting save time and resources for Luna’s team, allowing them to focus on building stronger client relationships. The integration supports end-to-end digital onboarding, change of circumstance, and client reviews.

“We are delighted to welcome Luna Investment Management as a client,” said Gary Linieres, CEO at Wealth Dynamix. “In today’s complex regulatory environment, wealth managers like Luna need robust technology solutions to ensure compliance while delivering exceptional client experiences. CLMi empowers them to achieve both, allowing them to focus on what matters most – building strong, lasting relationships with their clients.”

“In today’s environment, where regulatory expectations are constantly evolving and client satisfaction is paramount, having a robust and efficient technology solution is essential,” said Ian Parker, Commercial Operations Manager at Luna Investment Management. “We firmly believe that our partnership with Wealth Dynamix’s CLM platform, supported by the CLMi Team, will equip us to navigate regulatory complexities while enhancing the level of service we can offer our clients. We look forward to an exciting roadmap.”

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