Posted on March 3, 2025
In Press Releases

London, 3rd March 2025 – Contemi Solutions, a leading provider of financial technology solutions, is pleased to announce the appointment of Ceri Smith as Sales & Account Director for Wealth Intelligence in the UK.

With a distinguished career in financial services spanning three decades, Ceri brings a wealth of experience in the Private Wealth and Private Banking sectors. For the past 20 years, he has been dedicated to helping wealth managers and private banks transform their operational environments through technology and outsourcing services. His expertise in helping the financial advisory industry build an efficient digital transformation plan for their business makes him a key strategic addition to Contemi’s Wealth Intelligence team.

In his new role, Ceri will lead business development efforts for Wealth Intelligence (WIN), an award-winning front-to-back wealth management automation platform, working closely with clients to enhance operational efficiency, streamline workflows, and drive innovation in the UK market.

Gopala Subramanium, CEO of Contemi Solution, welcomed Ceri to the team, stating: “Ceri’s deep understanding of wealth management, coupled with his track record in driving business development and complex sales, makes him a fantastic addition to our team. His insights and experience will be invaluable as we continue to expand Wealth Intelligence in the UK and beyond.”

Commenting on his appointment, Ceri Smith said: “I am thrilled to join Contemi at such a pivotal time for the wealth management industry. The increasing demand for innovation and efficiency presents a huge opportunity, and I look forward to working with our clients to help them navigate these challenges with WIN’s cutting-edge innovative technology.”

Ceri’s appointment marks an important milestone in WIN’s continued commitment to delivering transformative solutions that empower wealth and asset advisors to stay ahead in an evolving financial landscape.

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About Wealth Intelligence Wealth Intelligence (WIN) is an award-winning, fully integrated suite of front, middle, and back-office solutions designed to automate the entire wealth management lifecycle. Tailored for investment managers, fund managers, and private wealth managers, WIN streamlines operations from client acquisition and onboarding to portfolio management, compliance, and reporting. Its modular architecture allows seamless integration with existing systems, offering flexibility and scalability to adapt to evolving business needs.

By leveraging advanced analytics and real-time data processing, WIN enhances decision-making and operational efficiency. The platform’s comprehensive features include automated workflows, customisable reporting, and robust risk management tools, enabling financial advisory firms to deliver personalised client experiences while optimising costs. With a focus on innovation and user-centric design, Wealth Intelligence empowers financial institutions to navigate the complexities of modern wealth management with agility and precision.

To learn more, visit – Wealth Intelligence. Or write to us at info@contemi.com to book a demo.

Media contact:
Vani Parmar
Head – Brand and Marketing
vani.parmar@contemi.com

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