First American Bank joins InvestCloud to digitise Wealth Management
By Gloria Mathias
InvestCloud, a global wealth technology, and First American Bank (FAB), a regional financial institution with $7 billion in assets under management, have announced a partnership to modernise FAB’s digital wealth management platform.
This collaboration aims to enhance client engagement by providing a unified technology platform offering tailored insights and comprehensive support to clients, prospects, wealth advisors, and relationship managers.
As part of this initiative, FAB is adopting a suite of innovative products designed to optimise the digital experience, including InvestCloud’s Client Experience, Prospect Experience, and Advisor Experience.
Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform. Integrating with InvestCloud will transform the digital experience by consolidating investment data, reporting, and documents into one intuitive experience. The new platform will feature connected technology, making it mobile-friendly and allowing clients to engage with their financial information anytime, anywhere.
“We are excited to partner with First American Bank to transform their digital wealth management capabilities,” said Kapin Vora, President, Digital Wealth North America at InvestCloud. “This collaboration reflects our commitment to driving innovation in the banking sector, enabling advisors and clients to engage with their financial data seamlessly while enhancing the overall client experience.”
FAB’s decision to modernise its wealth management platform reflects its commitment to investing in digital experiences that resonate with its advisors and clients. By delivering on a seamless and intuitive interface, FAB aims to meet the evolving needs of its clientele, fostering deeper relationships and encouraging a more personalised approach to wealth management.
“We are thrilled to announce our partnership with InvestCloud, a strategic move that will significantly elevate our wealth management services,” said Jane Nagel, Head of Wealth Management at FAB. “This innovative digital platform represents a substantial investment in cutting-edge technology and underscores our unwavering commitment to delivering an exceptional and personalised wealth management experience. We are dedicated to empowering our clients with the tools and resources they need to achieve their financial goals.”
With its expertise in creating a Wealth Connected™ ecosystem, InvestCloud will help First American Bank distinguish itself from competitors and strengthen its position as a leader in digital wealth management.
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