Categories: InvestmentTechnology

Banco Sabadell Miami Extends Partnership with Wealth Dynamix

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LONDON, 12 July 2022. Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to- end client lifecycle management for HNW and UHNW individuals.

This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.

Banco Sabadell, Miami Branch centres its banking activity in two areas of specialisation that encompass a wide offer of products and services: Private Banking and Corporate Banking and has used WDX1 from Wealth Dynamix already for five years to manage client lifecycle management for its HNW and UHNW clients in the US.

Banco Sabadell and digital offerings

Wealth Dynamix product WDX1 is a secure, scalable, and fully digital Client Lifecycle Management (CLM) solution. It fully supports Banco Sabadell, Miami Branch’s goals by delivering a digital end to end experience for client engagement, client on-boarding and CRM that enhances the productivity of relationship managers as well as operations and compliance specialists.


WDX1 enables digital engagement with end clients to ensure the Bank cements its reputation as a provider of best-in-class account processing and client service from prospecting, to onboarding and ongoing management ensuring a seamless, efficient, and compliant journey, for both clients and advisers.

Gary Linieres, CEO and Co-founder OF Wealth Dynamix says, “We are absolutely delighted that Banco Sabadell, Miami Branch have re-signed with Wealth Dynamix for a further five years after an original five-year contract with us. As such, we will be working for over a decade together. This underscores their commitment to Wealth Dynamix and further endorses the power of our WDX1 solution and its benefits within their business.”

“We hugely appreciate this commitment as it demonstrates Banco Sabadell, Miami Branch’s commitment to us, the benefits we bring, our collaborative way of working and our ability to keep pace with the demands of a modern private banking business. In addition, the demands of their customers, by bringing a digital-first solution with proven efficiency and support in growth”.

Effective partnership

Carlos Fernandez at Banco Sabadell, Miami Branch says, “We have been working with Wealth Dynamix for the last five years and they have proven to be an effective partner for the Bank. The integration of WDX1 facilitates our delivery of adaptable and personalised experiences for our clients reflecting their individual requirements and investment strategies. We look forward to our continued working relationship with Wealth Dynamix”.

Founded in 2012 by wealth management technology experts Gary Linieres and Brent Randall, Wealth Dynamix are the first wealth management technology firm to revolutionise the Client Lifecycle Management (CLM) processes with innovative applications of data modelling.

Wealth Dynamix digitises the entire client lifecycle for private banks and wealth managers, from client acquisition and onboarding through to ongoing relationship management and client servicing.

Wealth Dynamix identifies opportunities for boosting operating efficiencies and growing revenue, whilst enabling a significantly higher degree of client insight and due diligence.
Wealth Dynamix operates globally with offices in the UK, France, Switzerland, Singapore, United States of America, Lithuania and Vietnam.

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