Your client engagement strategy, delivered.
FOR YOUR CLIENTS
Delightful experience, on web and mobile
Build customer loyalty with fully branded, interactive, speedy and responsive client portals and apps. Delight clients by giving them access to their content at a time, place and device of their choosing.
FOR YOUR TEAM
Understand and Support your Clients
Empower your team to manage clients, comms and content in an intuitive admin console. Connect data and run workflows from multiple systems and create the complete client profile on a single location.
All your data, connected
Invessed is Cloud-native and can be integrated any system and data source. Combine data from your CRM, CMS, file and data providers to access the complete client picture, in one place.
Resources, insights and case studies
The portal is something you can touch and feel – a truly powerful experience.
London-based Wealth Manager, £4Bn AuM