InvestCloud has been selected by Rathbones Group to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions.
The mandate will help Rathbone improve operational efficiency and support its overall business strategy by accelerating its digital transformation.
InvestCloud allows solutions to work with existing systems, avoiding business disruption, while accelerating digital transformation.
Paul Stockton, CEO of Rathbones Group, says: “We are committed to enhancing our digital solutions for clients and advisors. This partnership will enable Rathbones to deliver a holistic and flexible digital experience that responds to client preferences and industry standards that are expected to evolve rapidly over the coming years.”
John Wise, CEO at InvestCloud, comments: “Rathbones is one of the UK’s leading wealth managers, and the UK is one of our most important markets. They have a high digital ambition, led by CEO Paul Stockton, and that will certainly help them achieve great things. We are very proud to partner with Rathbones on this important set of initiatives that are so crucial to their mission.”
