InvestCloud has unveiled that it’s supporting Rabobank, one of the Netherlands’ largest banks to provide digital financial planning to its entire customer range, from banking to retail ones.The highly customizable life plans that Rabobank’s online and mobile app users may construct will enable advisers to help their customers reach their financial objectives without the need to produce time-consuming and expensive proposals.
InvestCloud is a California founded organization that digitally transforming financial industry with its singular, no-code software platform. The platform leads to digital and commerce enablement within the financial industry. With its cloud-native and multi-tenanted platform, it is changing the approach to digital for world’s largest banks, wealth managers, and asset managers.
John Wise, CEO, InvestCloud, stated, “Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income. 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.”
People who use intelligent goal-based financial planning are given a road map to help them reach their unique life milestones, such as early retirement, a child’s education, international travel, or a personal objective. The integration of pension data, feasibility calculations and graphs, and automatic savings, investment, and annuity proposal suggestions are some of the key aspects.
The collaboration with another significant European bank reaffirms InvestCloud’s dedication to fostering digital-driven change and providing individualised wealth experiences throughout the continent. A digital Financial Supermarket that revolutionises the purchasing and selling of financial products is part of its next-generation product suite, InvestCloud X, which delivers end-to-end digitalization of wealth, from digital communication to digital planning.