Dutch bank Rabobank has selected financial services tech firm InvestCloud to provide digital financial planning tools for its customers.
Rabobank taps InvestCloud
Rabobank is looking to enable goal-based financial planning for high-net-worth individuals as well as its retail banking customers.
Key features of InvestCloud’s solution include pension data integration, feasibility calculations and graphs and automated recommendations for savings, investing and annuity savings.
Customers will be able to create customisable life plans, and with the help of advisors, will be able to work towards their financial goals without needing to create “time-intensive and costly proposals”, InvestCloud says.
InvestCloud CEO John Wise says the partnership will help further Rabobank’s “bold ambitions” to digitise client services and “support millions in the Netherlands to better plan and invest in their futures and to achieve their life goals”.
“Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income,” Wise adds.
Last year, European private bank BNP Paribas Wealth Management tapped InvestCloud to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services.
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