Dinosaur Merchant Bank has selected InvestCloud to provide a new digital platform for the bank’s European and Latin American wealth management customers.

The bank will use InvestCloud’s client portal solution, Blue, which aims to empower wealth managers and financial firms 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 will also benefit from InvestCloud’s Digital Warehouse capabilities, which aggregates data from many diverse data sources, integrating that data into meaningful information, storing the information securely and provides apps for real-time analytics.

The InvestCloud client portal will be used across the Bank’s European and Latin American institutional asset management business, digitising 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.”

Will Bailey, executive vice president for Europe and innovation at InvestCloud, added: “Done right, a digital platform will create a whole new way of doing business, building greater efficiencies for managers and ensuring longer and happier customer relationships. We look forward to working with Dinosaur Merchant Bank on delivering these capabilities for its European and Latin American customers.”

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