People Moves

Wealth Tech Firm Brings In Chief Of Delivery

Eliane Chavagnon Editor - Family Wealth Report May 25, 2016

Wealth Tech Firm Brings In Chief Of Delivery

FolioDynamix has carved out a new role dedicated to boosting its client experience.

FolioDynamix, a provider of wealth management technology and advisory services, has brought in Tom Christian as chief delivery officer - a new client role at the firm.

Christian, who will report to Steve Dunlap, president at FolioDynamix, will oversee the operations, client service and implementations teams.

He “brings a strong perspective on the value of mapped processes and measurable metrics to create efficiency and, more importantly, a positive client experience for every client,” the firm said.

As it rolls out a new interface with FolioDynamix 8.0, the firm said it recognized the need to have “hands-on executive stewardship of key client-facing roles.”

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