An all-in-one digital experience platform for asset and wealth managers.
Invessed is the world’s first experience platform designed exclusively for asset and wealth managers. From prospect to advocate, Invessed delivers a seamless digital experience across the customer journey.
In a digital-first world, experience is more important than performance. This is just as well, as 50% of asset and wealth managers underperform the market. Invessed is a single platform to help improve client engagement and retention. It is a client portal like no other, a place for marketing and lead generation, sales enablement and onboarding, client reporting and servicing.
Invessed needed to integrate diverse data sources, channel them through a secure pipeline and deliver them on custom-designed digital experiences.
Invessed v.3.0 has been developed on a completely overhauled technical architecture, making the most of the security and scalability features of Microsoft Azure Cloud. Because content is sourced from different systems, the dependency on Umbraco was removed and a collection of microservices now facilitates data sourcing from CRMs, investment and other systems.
We introduced a powerful new analytics engine to improve the customer experience. Driven by an integrated Dashboard application, Invessed Analytics allows clients to optimise the platform, measure and monitor engagement, profile and support investors.
Finally, the user experience layer was rebuilt using a state-of-the-art technique that delivers beautiful, tailor-made interfaces and fast performance. The application can be consumed on mobiles and touch-enabled devices, as well as voice assistants and other non-screen interfaces
Invessed is in continuous development, using an agile process with streamlined DevOps installed to deliver an ambitious roadmap. Given the pace of change in technology, Invessed 3.0 is built to integrate new technologies and systems rapidly, thanks to the updated Azure architecture.
Invessed drives engagement and helps optimise the investor experience.
The market responded favourably to the new Analytics features, which closes a significant gap in investor analytics. As the first customers come onboard, Invessed 2.0 will create better value for investment managers through efficiency in implementing projects, while also lowering their compliance and security risks.