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Dinosaur Merchant Bank -selects InvestCloud for wealth management

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The global Finech firm, InvestCloud Inc., has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers.

The Bank will be using InvestCloud’s flagship client portal solution, Blue.

InvestCloud Blue empowers wealth managers and financial firms like Dinosaur Merchant Bank to build and maintain intuitive and responsive client relationships tailored to their specific client base, leveraging a full suite of client communications apps. The Bank’s customers across Europe and Latin America will be able to access their portfolios at any time and on any device.

The Bank will also benefit from InvestCloud’s Digital Warehouse capabilities, which aggregates data from many diverse data sources, integrates that data into meaningful information, stores the information securely and provides apps for real-time analytics. This includes external news and social media sources alongside market and portfolio data, and integrates with Dinosaur Merchant Bank’s own data sources.

The InvestCloud client portal will be used across the Bank’s European and Latin American institutional asset management business, digitizing many currently manual processes. It will provide clients with an interactive view of their data and a document portal to view reports and manage content.

Tenette Abanilla, Director at Dinosaur Merchant Bank, said: “The need to provide outstanding digital experiences is a top priority for all financial service providers. Customers not only want digital engagement; they expect it. To be sure of success, we sought an intuitive platform that would give our customers the ability to interact with us whenever, and however, they want. InvestCloud provides the answer. Choosing InvestCloud ensures our customers are equipped with the tools they need, while also integrating seamlessly with our own data.”