Gareth Lewis is the Chief Business Officer at Helm, a fintech company providing unified infrastructure and workflow technology for capital raising, investor management, and private markets operations. He co-founded Delio in 2015, growing it into a leading private markets platform used by financial institutions across multiple countries before its acquisition by iAltA Holdings and integration into Helm. A qualified Chartered Accountant, Gareth previously held corporate finance and M&A roles at IBM, Ernst & Young, and Convex Capital. Today, he helps financial firms modernize private markets infrastructure with scalable, AI-enabled technology that improves advisor and investor experiences.

In this episode…

The rapid growth of private markets has exposed outdated systems, fragmented workflows, and inefficient client experiences, making it difficult for financial firms to scale. Many organizations struggle to balance flexibility, compliance, and operational efficiency while also adapting to the growing influence of AI. How can firms modernize their infrastructure without sacrificing the unique needs of their advisors and clients?

Gareth Lewis, a private markets technology and financial infrastructure expert, explains how building configurable operating systems instead of rigid software enables firms to create better advisor and investor experiences. He shares why maintaining a customer-first mindset, embracing continuous collaboration through an always-on implementation approach, and staying focused on core strengths lead to stronger long-term partnerships. Gareth also discusses using AI to accelerate product development, improve internal efficiency, and enhance advisor workflows while allowing firms to maintain control of their customer experience.

In this episode of The Customer Wins, Richard Walker interviews Gareth Lewis, Chief Business Officer at Helm, about transforming private markets infrastructure through customer-focused technology. Gareth discusses the benefits of configurable software platforms, the impact of AI on product development, and the leadership lessons that shaped his entrepreneurial journey.