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. CREALOGIX UK head of business development Jamie Whatley is ‘Sales Executive Of The Year 2019’.
Jon Cosson, CTO at JM Finn commented, said: “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.