{"id":8057,"date":"2024-08-06T00:01:55","date_gmt":"2024-08-06T00:01:55","guid":{"rendered":"https:\/\/invest-cloud.co\/?p=8057"},"modified":"2024-09-29T15:44:18","modified_gmt":"2024-09-29T15:44:18","slug":"investcloud-delivers-client-lifecycle-management-platform-for-rathbones-group-plc","status":"publish","type":"post","link":"https:\/\/invest-cloud.co\/insights\/investcloud-delivers-client-lifecycle-management-platform-for-rathbones-group-plc\/","title":{"rendered":"InvestCloud Delivers Client Lifecycle Management Platform for Rathbones Group PLC"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"8057\" class=\"elementor elementor-8057\" data-elementor-post-type=\"post\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-8c8d5e9 e-flex e-con-boxed e-con e-parent\" data-id=\"8c8d5e9\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a76cc6 elementor-widget elementor-widget-text-editor\" data-id=\"3a76cc6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">Client Lifecycle Management<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\"> from <\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">InvestCloud<\/span> <span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">moderni<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">s<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">es<\/span> <span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">the <\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">client servic<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">e<\/span> <span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">experience through<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\"> digital capabilities that <\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">improv<\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">e<\/span> <span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">operational efficiency and enable <\/span><span class=\"NormalTextRun SCXW160156277 BCX0\" data-ccp-parastyle=\"Normal (Web)\">holistic client engagement<\/span><\/h4><p><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p><p><strong>London (August 07, 2024) <\/strong>\u2013 InvestCloud, a global wealth and asset management solutions provider, successfully launched its Client Lifecycle Management (\u201cCLM\u201d) platform in partnership with Rathbones Group Plc (\u201cRathbones\u201d), a leading UK wealth manager. By leveraging InvestCloud\u2019s single modular solution, Rathbones benefits from differentiated digital capabilities that will enhance the Group\u2019s client onboarding and servicing experience.<\/p><p>Supporting Rathbones\u2019 business today, as well as its upcoming integration of Investec Wealth and Investment (UK), InvestCloud provides a scalable and secure platform featuring centralised lead and prospect management, onboarding and servicing capabilities. Through this partnership, InvestCloud will enable Rathbones to support its growth ambition, improve the quality of its data and create greater operational efficiency, giving Rathbones\u2019 teams more time to focus on client-facing activities.<\/p><p>&#8220;We are proud to partner with one of the UK\u2019s leading wealth managers to deliver a holistic client lifecycle engagement platform which will enable Rathbones to focus on what matters most \u2013 serving their clients,\u201d said Christine Mar Ciriani, Head of International, Digital Wealth at InvestCloud. \u201cThrough our multi-phased partnership with Rathbones, we look forward to delivering additional capabilities that will further enhance their client experience.&#8221;<\/p><p>\u201cThe launch of the InvestCloud platform is an important step in our journey of enhancing our digital capabilities across the group, and we look forward to benefitting from its future development and roadmap,\u201d said Andy Brodie, Group Chief Operating Officer of Rathbones. \u201cA key component of our overall digital provision to colleagues and supporting clients, our partnership with InvestCloud will enable us to continue to enhance the way we manage client relationships and deliver superior client service\u00a0into the future.\u201d<\/p><p>\u00a0<\/p><p><b><span data-contrast=\"none\">About InvestCloud<\/span><\/b><\/p><p>InvestCloud is the global software leader in digital transformation for the wealth management industry and the US leader for personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. InvestCloud\u2019s scalable, modular technology platform provides best-in-class digital experiences throughout the complete wealth continuum.<\/p><p>Across both Digital Wealth and APL, InvestCloud helps wealth management professionals and companies expand their capabilities and deliver advanced services to their clients. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA\/SMA portfolio management, trade execution, accounting, model management, and performance investment solutions for the wealth and asset management industry.<\/p><p>In 2024, InvestCloud was named a CNBC World\u2019s Top Fintech Company, a proof point of the company\u2019s commitment to innovation and client success. Headquartered in the United States, InvestCloud has offices worldwide, including Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia. Visit <a href=\"http:\/\/www.invest-cloud.co\">invest-cloud.co<\/a> and <a href=\"https:\/\/www.linkedin.com\/company\/investcloud\/\">follow on social media<\/a> for more information.<\/p><p>\u00a0<\/p><p><b><span data-contrast=\"auto\">About Rathbones Group Plc <\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p><p><span class=\"TextRun SCXW255827266 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW255827266 BCX0\">Rathbones Group Plc (Rathbones), through its subsidiaries, is one of the UK\u2019s leading providers of investment management services for individuals, <\/span><span class=\"NormalTextRun SCXW255827266 BCX0\">charities<\/span><span class=\"NormalTextRun SCXW255827266 BCX0\"> and professional advisers. This includes discretionary investment management, unit trusts, tax planning, trust and company management, financial <\/span><span class=\"NormalTextRun SCXW255827266 BCX0\">planning<\/span><span class=\"NormalTextRun SCXW255827266 BCX0\"> and banking services. Rathbones manages <\/span><\/span><span class=\"TextRun SCXW255827266 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW255827266 BCX0\">\u00a3108.9 billion <\/span><\/span><span class=\"TextRun SCXW255827266 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW255827266 BCX0\">billion of assets (as <\/span><span class=\"NormalTextRun SCXW255827266 BCX0\">of<\/span> <\/span><span class=\"TextRun SCXW255827266 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW255827266 BCX0\">30 June 2024<\/span><\/span><span class=\"TextRun SCXW255827266 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW255827266 BCX0\">). Rathbones has over 3,500 people in 23 UK locations and the Channel Islands.<\/span><\/span><\/p><p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p><p><b><span data-contrast=\"auto\">InvestCloud Media Inquiries\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p><p><a href=\"mailto:InvestCloudCommunications@fticonsulting.com\"><span data-contrast=\"none\">InvestCloudCommunications@fticonsulting.com<\/span><\/a><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Client Lifecycle Management from InvestCloud modernises the client service experience through digital capabilities that improve operational efficiency and enable holistic client engagement<\/p>\n","protected":false},"author":3,"featured_media":13179,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[28,1,33,44],"tags":[39],"class_list":["post-8057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-insights","category-news","category-slate","tag-in-the-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v23.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>InvestCloud Delivers Client Lifecycle Management Platform for Rathbones Group PLC - InvestCloud<\/title>\n<meta name=\"description\" content=\"InvestCloud Appoints Shawn Donovan as Chief Revenue Officer. 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