michael.pendergrass
Acronym
InvestCloud
Product ID
Digital-Communications-Platform
Description
Enables engaged client and advisor communications at scale.
Images
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Details
- Digital Communications enables the creation of configurable experiences that can be optimized and refined for an unlimited number of personas and viewed on mobile or desktop, from anywhere, at any time. Holistic functionality is accessible through a hyper-modular & hyper-personalized approach.
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Details
- InvestCloud Digital Communications enables powerful client-advisor communications with functionality across: client communication, automation and management, data warehousing, performance and analytics, account
Features
Enables engaged client and advisor communications at scale:
- Enable a powerful client-advisor relationship and leverage over 300+ apps
- Create experiences available anywhere, at any time
- Leverage behavioral science to drive client engagement
Vendors
Management Style
Schwab Products