The management of CREALOGIX has promoted Jamie Whatley to the position of Director – Sales and Account Management. Jamie, an expert in wealth management and private banking technology, has worked for CREALOGIX UK for over 20 years and brings to bear his extensive experience in the software provider’s work with growing roster of leading financial brands.
Jamie Whatley, previously Head of Business Development, now takes up a role as Director – Sales and Account Management and serves as the principal operational partner and management contact for CREALOGIX digital banking and wealth management clients in the UK.
Jamie commented: “I’m looking forward to broadening my work with our existing and new clients. I enjoy taking an active approach on the projects we undertake, and whilst this will continue, I also plan to build closer links at the strategic level, and to foster even closer understanding of the product roadmap and wider business development of our clients. I’m proud to lead a very strong team of account managers and solution consultants in our team in Winchester, who are able to deliver the uniquely consultative and collaborative approach that our clients really value.”
Recent customer successes in which Jamie’s work has been instrumental include provision of digital and mobile banking systems to the Edinburgh-based private bank Hampden & Co, the successful roll-out of a mass-market digital investment offering from MeDirect, and a new collaboration with wealth management firm LGT Vestra to offer mobile self-service features to high net worth investors.
In July, Jamie was recognised as ‘Sales Executive Of The Year 2019’ at the Systems in the City Financial Technology Awards.
CREALOGIX UK CEO David Joyce commented: “I’d like to congratulate Jamie on a well-deserved promotion, recognising his important role in establishing CREALOGIX in the well-recognised and competitive position we now have in the UK. I know our customers in the UK appreciate Jamie’s integrity, common sense, organisational skills, and above all his insight into the practicalities of digital transformation in complex financial businesses. These are all qualities that colleagues in CREALOGIX look up to, as they align with our global vision of building valuable long-term strategic partnerships with our clients.”