News

May 24, 2016 5:17 am

A Targeted Focus on the Client Experience Spurs Executive-Level Hire at FolioDynamix

Tom Christian joins the executive team, spotlighting the firm’s commitment to an outstanding client experience

NEW YORK, NY – May 24, 2016 – FolioDynamix, a leading provider of wealth management technology and advisory services, announced the appointment of Tom Christian to the role of Chief Delivery Officer. Adding this executive-level hire signifies the firm’s commitment to guaranteeing the client service experience, firm-wide. Christian, who will report to Steve Dunlap, the firm’s president, will assume leadership for the operations teams as well as client service and implementations.

Tom-Christian-croppedWith over thirty years in leadership roles within the financial services industry, Christian 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. As FolioDynamix rolls out a new interface with FolioDynamix 8.0, designed in partnership with a leading UI firm to vastly improve the advisor experience, the firm recognized the need to have hands-on executive stewardship of key client-facing roles.

Christian, who has been consulting for the firm since January, has already worked closely with the operations and client service teams to make significant improvements to the service desk model and has led the process of implementing agile development—a key improvement as the firm continues to innovate in the wake of the recent FolioDynamix 8.0 release. These early wins have helped to align the product, operations and service model teams more closely for better internal and external results.

“I’ve worked with Tom in several roles over the years, and I’ve always been impressed with his careful attention to detail while keeping the big picture goal in mind,” says Dunlap. “Process and efficiency may not seem like exciting words, but we are thrilled to have the experience Tom brings to our team and we’ve already begun seeing results from his suggestions and methodology.”

Christian is focused on delivery and execution of a client-centric operating model across the firm, including both the award-winning technology platform and the advisory solutions group.

“With this executive-level hire, we intend to send a clear message that we’re focused on the client experience, from the top down,” says Joe Mrak, CEO of FolioDynamix. “I believe that this view is a differentiator for us as a firm.”

About FolioDynamix

FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA). Visit www.foliodynamix.com. Follow us on Twitter @foliodx.

 

Press Contact:
Meghan McCartan
+1 201-605-1926
meghan.mccartan@foliodx.com