News

BNP Paribas selects InvestCloud to provide CLM and CRM services

Thursday 22 July 2021 15:27 CET | News

InvestCloud has partnered BNP Paribas to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for high-net-worth (HNWI) clients.

According to Private Banker International, the partnership marks another deal for InvestCloud, which continues to expand its global partnerships with a growing client base comprising firms such as BNP Paribas Wealth Management. 

Furthermore, BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs, the ease of integration with existing systems using InvestCloud’s modular architecture, as well as enabling BNP Paribas Relationship Managers (RMs) to provide (U)HNW clients with a more responsive and proactive level of client service, for better client retention and client growth.

InvestCloud's platform uses AI and behavioural science to create automated solutions which will help businesses make onboarding new clients more efficient. It also allows a company’s relationship managers to focus on building and maintaining their client relationships, and being a client’s human point of contact, Private Banker International stated.


More: Link


Free Headlines in your E-mail

Every day we send out a free e-mail with the most important headlines of the last 24 hours.

Subscribe now

Keywords: partnership, online payments, digital onboarding
Categories: Payments & Commerce | Online Payments
Countries: World
This article is part of category

Payments & Commerce