Global digital banking software provider CREALOGIX has been recognised with two awards at the 2019 Systems in the City Financial Technology Awards. The judging panel awarded CREALOGIX “Best Wealth Management User Interface” for its innovative digital wealth management products including solutions in production with leading UK wealth management firm JM Finn.
Jon Cosson, CTO at JM Finn commented, “I’m delighted to see CREALOGIX software recognised with this financial technology award. JM Finn have been collaborating with CREALOGIX for 20 years and our private wealth customers continue to benefit from the convenient, secure solutions this partnership delivers.”
Sales Executive Of The Year
The second award received by CREALOGIX went to Jamie Whatley, who is the Head of Business Development at CREALOGIX UK. The trophy recognises him as “Sales Executive of the Year 2019”. Accepting the award, Jamie commented: “London is still in a strong position as a leading global centre both for wealth management and financial technology. I’ve never seen a more exciting time than the present for the impact of digital transformation in the wealth management sector.”
Describing CREALOGIX software as being about enhancing rather than automating away human expertise and service, Whatley continued: “The latest digital and mobile wealth management solutions enable firms to free up their experts, particularly relationship managers and portfolio managers, to maximise their value creation. By making services more scalable, digital engagement platforms such as CREALOGIX Invest are helping firms deliver their high quality wealth management services to a larger and broader market of investors.”
Jamie Whatley has over 20 years’ history with CREALOGIX in the UK and has been instrumental in establishing long-term technology partnerships between the software provider and leading brands in wealth management including JM Finn, Killik & Co, and Tilney.
The most recent new client project announced by CREALOGIX is a planned new mobile app for UK-based wealth management firm LGT Vestra: https://www.bobsguide.com/guide/news/2019/Jun/25/lgt-vestra-choose-crealogix-for-new-wealth-management-mobile-app-and-client-portal/
About Systems in The City Financial Technology Awards
The Systems in The City Financial Technology Awards take place annually and reward the leading service and system suppliers to the regulated financial community. Award winners are chosen by votes from Goodacre’s community of wealth managers and fintech specialists. Goodacre is the leading specialist consultancy for the UK securities industry.
The CREALOGIX Group is a Swiss Fintech 100 company and is among the global market leaders in digital banking. CREALOGIX develops and implements innovative fintech solutions for the financial institutions of tomorrow. Using digital solutions from CREALOGIX, banks, wealth managers, and other financial institutions can better respond to evolving customer needs in the area of digital transformation, enabling them to hold their ground in a very demanding and dynamic market and remain ahead of their competitors. The group, founded in 1996, has more than 700 employees worldwide. The shares of CREALOGIX Group (CLXN) are traded on the SIX Swiss Exchange.
The economic projections and predictions contained in this information relate to future facts. Such projections and predictions are subject to risks, uncertainties and changes which cannot be foreseen and which are beyond the control of CREALOGIX Holding AG. CREALOGIX Holding AG is therefore not in a position to make any representations as to the accuracy of economic projections and predictions or their impact on the financial situation of CREALOGIX Holding AG or on the market in which CREALOGIX Holding AG shares and other securities are traded.
Jasmin Epp, Senior Group Communications Manager
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