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BUNKER picks InvestCloud to launch new digital app, expand offering to LatAm

By Delisha Fernandes

April 28, 2023

  • Assets
  • CLM

InvestcloudInvestCloud, a digital transformation for the financial industry with over $6 trillion in assets, has been selected by BUNKER, a US-based FinTech seeking to democratize access to the US markets for Latin Americans.

The collaboration aims to launch mobile-first digital investment platform designed to help Latin American and high-net-worth individuals access US investment markets.

BUNKER is leveraging InvestCloud’s technology to provide tailored, end-to-end client communication and advice, including automated onboarding and prospecting to complete client lifecycle management (CLM) – all at scale.

Francisco Sosa del Valle, Co-Founder and CEO of BUNKER, said, “We are very excited to be launching this solution for so many Latin Americans looking for an easy and friendly way to invest in safe, well-regulated markets to achieve their long-term financial goals. And we are proud of our key partners: InvestCloud, as a provider that offers trustworthy, unique and engaging investing experiences; and Apex, as a leading provider of custody and clearing services.”

Will Bailey, Chief Strategy Officer of InvestCloud, said, “We are excited to partner with a visionary organization that recognizes the power of digital to drive expansion. Partnering with BUNKER showcases InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER pursue a mobile-first design, but they have implemented our core behavioural science principles across the client lifecycle management (CLM) apps. In a market that is asking for increasingly personalized experiences, BUNKER exceeds end-client expectations with this solution.”

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