InvestCloud_EMEA
@investcloudemea
We're InvestCloud – California founded with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud.
ID: 1037994083871064064
http://investcloud.com 07-09-2018 09:20:49
239 Tweet
167 Followers
605 Following
A game of wealth: Mark Trousdale explains in this LondonlovesBusiness.com article how #digitaladvice has a vital role to play in growing the wealth of #London’s HNWI’s. In challenging times, #digital services will continue to define #wealthmanagement. londonlovesbusiness.com/author/marktro…
InvestCloud's, Chief Growth Officer Mark Trousdale talks to Professional Adviser about the benefits of gaming and decision theory functions for better #ClientEngagement. professionaladviser.com/opinion/401958…
We are proud sponsors of Aite Group (now Aite-Novarica Group)'s virtual Wealth Management in Transition Executive Forum. Catch us at our virtual booth to talk to the team! Register here: bit.ly/2GsD3VE #WMIT2020
"For FIs it’s not just about providing the right services online – it’s also about ensuring their services and experiences are engaging." Mark Trousdale speaks to @TheFinTimes about the ways #gamification boosts engagement for #financial institutions. thefintechtimes.com/investcloud-ho…
To compete effectively, FI's must create platforms that capture a consumer’s attention – increasing engagement and retention. In this article, Mark Trousdale explores why FI's are employing gamified #digital experiences, to empathetically engage customers: thefintechtimes.com/investcloud-ho…
As we start 2021, what can be done to improve employee #financialwellness? Our Chief Strategy Officer Will Bailey describes how this can be achieved through #gamification The World Financial Review worldfinancialreview.com/creating-finan…
In this short video, McKinsey & Company's Financial Services team discuss that despite challenges from increased costs combined with fee compression, #PrivateBanking remains one of the most attractive parts of the #financial services sector in #Europe. mckinsey.com/industries/fin…
BREAKING: InvestCloud announces recapitalization at $1 billion, led by Motive Partners and ClearlakeCap, and integrates InvestCloud Financial Supermarket™ (was Tegra118) and InvestCloud Private Banking (was Finantix) into the InvestCloud business. We look forward to this exciting next stage of our journey! investcloud.com/Membership/App…
Catch the #InvestCloud team at this years Digital Integration in #WealthManagement Event! Yaela Shamberg, Chief Product Officer, will be speaking about InvestCloud's principles of #design, #digital empathy and #behavioralscience. #DigitWealthVirtual arena-international.com/wealth/
Live Today: AI in #FinancialServices Forum Virtual. Join us for an insightful panel discussion with Boris Rankov, and other industry experts on the latest innovations and challenges facing the adoption of #AI and #machine learning in #wealthTech fintech.global/AIFinTechForum…