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Niklas Lindberg
Corporate Officer/Principal chez Wealth Dynamix Ltd.
Postes actifs de Niklas Lindberg
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wealth Dynamix Ltd.
![]() Wealth Dynamix Ltd. Packaged SoftwareTechnology Services Wealth Dynamix Ltd. provides end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to private banks and wealth management firms. Wealth Dynamix is based in Shoreditch, UK, and the CEO of the private company is Gary Robert Linieres. The British company's modular CLM solution covers all client lifecycle steps from engagement to management and re-engagement. Wealth Dynamix's CLM solutions help cut costs, increase process efficiency, and ensure premium client service in wealth management and private banking. The company's CLM solutions also help compliance teams ensure that all documents and data required for compliance are captured and that the right checks are made at the right time. | Corporate Officer/Principal | - | - |
Historique de carrière de Niklas Lindberg
Statistiques
Internationale
Royaume-Uni | 2 |
Opérationnelle
Corporate Officer/Principal | 1 |
Sectorielle
Technology Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Wealth Dynamix Ltd.
![]() Wealth Dynamix Ltd. Packaged SoftwareTechnology Services Wealth Dynamix Ltd. provides end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to private banks and wealth management firms. Wealth Dynamix is based in Shoreditch, UK, and the CEO of the private company is Gary Robert Linieres. The British company's modular CLM solution covers all client lifecycle steps from engagement to management and re-engagement. Wealth Dynamix's CLM solutions help cut costs, increase process efficiency, and ensure premium client service in wealth management and private banking. The company's CLM solutions also help compliance teams ensure that all documents and data required for compliance are captured and that the right checks are made at the right time. | Technology Services |
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