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Rabobank, a Dutch bank, has selected financial services technology firm InvestCloud to provide its clients with digital financial planning tools.
Rabobank uses InvestCloud
Rabobank aims to enable goal-based financial planning for high net worth individuals and retail banking clients.
Key features of the InvestCloud solution include pension data integration, feasibility calculations and graphs, and automated recommendations for savings, investments, and pension savings.
With InvestCloud, customers can create customizable life plans and, with the help of advisors, work towards their financial goals without having to create “time-consuming and costly proposals.”
InvestCloud CEO John Wise said the partnership was Rabobank’s “bold ambition” to digitize client services and “millions of people in the Netherlands improve future plans and investments, life goals. Helps to achieve. “
Rabobank shares our belief that everyone should have access to financial plans, regardless of income level, Wise adds.
Last year, European private bank BNP Paribas Wealth Management leveraged InvestCloud to provide client relationship management (CRM) and client lifecycle management (CLM) services.
