Rathbones has partnered with both InvestCloud and Objectway to help deliver a digital transformation at the wealth manager.
InvestCloud will provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions.
Rathbones believes adopting a CLM solution will provide an opportunity to enhance both growth and operational efficiency.
The wealth manager is also hoping to improve digita...
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