back Back

Wealth Dynamix welcomes Luna Investment Management as a new client

By Gloria Methri

April 02, 2024

  • Client Lifecycle Management
  • CLMi
  • CRM Solutions
Share

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.”

Previous Article

April 02, 2024

Valu partners with noon Payments to enhance payment options

Read More
Next Article

April 02, 2024

Yethi Consulting launches Tenjin 4.0 for Banking & Financial services enterprise apps

Read More








IBSi Daily News Analysis

Generative AI

April 12, 2024

Client Lifecycle Management

Security experts sound the alarm on Deepfake threats in the age of AI

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

April 12, 2024

SC Ventures & NEXT176 partner to launch financial wealth platform

Read More

April 12, 2024

N26 launches Joint Accounts to help customers to manage shared finances

Read More

April 12, 2024

Mimo raises £15.5m to launch its global B2B Payments platform

Read More

Related Reports

Sales League Table Report 2023
Know More
Global Digital Banking Vendor & Landscape Report Q1 2024
Global Digital Banking Vendor & Landscape Report Q1 2024
Know More
Wealth Management & Private Banking Systems Report Q1 2024
Wealth Management & Private Banking Systems Report Q1 2024
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q4 2023
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2023