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InvestCloud supports Rabobank in providing digital financial planning for all its customers

By Joy Dumasia

July 22, 2022

  • Digital Financial Planning
  • Digital Transformation
  • Digitisation

InvestCloudInvestCloud announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Online and mobile app Rabobank clients will be able to create highly customizable life plans, allowing advisors to guide their clients to achieve their financial goals without needing to create time-intensive and costly proposals. 

“Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income,” said InvestCloud CEO John Wise. “We’re thrilled to be partnering with them, helping further their bold ambitions to digitize client services and support millions in the Netherlands to better plan and invest in their futures and to achieve their life goals.” 

Intelligent goal-based financial planning provides clients with a roadmap to achieve their individual life milestones from early retirement, a child’s education, world travel or a custom goal. Key features include pension data integration, feasibility calculations and graphs and automated recommendations for savings, investing and annuity savings. 

The partnership with another major European bank solidifies InvestCloud’s commitment to helping digital drive transformation and delivering personalized wealth experiences across the continent. Its next-generation product suite InvestCloud X offers end-to-end digitalization of wealth, from Digital Communication to Digital Planning to a digital Financial Supermarket that transforms the buying and selling of financial products. 

Recently, IBS Intelligence reported that Finastra announced that Rabobank, an international financial services group headquartered in the Netherlands, has selected the latest version of Fusion Global PAYPlus for increased efficiency and payment innovation. Finastra’s payments hub will also help the bank migrate to the new ISO 20022 payments standard, due to go live in the eurozone for SWIFT messages in November 2022. 

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