Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment.
“CLIC Reimagined will provide Cambridge’s 3,500 independent financial professionals with a flexible, customizable and powerful FinTech business environment built on the latest cloud-native technologies to support the many different business segmentations we serve,” said Colleen Bell Chief Fiduciary Officer, at Cambridge.
Cambridge and Invent are aligned to deliver a strategy designed around flexibility with tools, resources, and user experience through a cloud native platform. “We are excited and honored to facilitate Cambridge’s broad-based initiatives on its continued path of digital transformation by looking at how back-office technology transcends to the front office to enhance client relationships, drive productivity and enhance efficiency,” said Oleg Tishkevich, founder and CEO of INVENT.
CLIC Reimagined will offer Cambridge’s financial professionals and their staff with powerful benefits, including:
- Seamless data integrations between industry leading applications for financial planning, CRM, trading, and client reporting while integrating more directly into Cambridge’s core systems
- A redesigned user interface for more meaningful collaboration between the independent financial professional and their investing client based on simplified navigation, reduced clicks and elimination of redundant data entry
Jeff Vivacqua, Cambridge’s Chief Marketing Officer said, “The industry needs a new approach, one that can easily synchronize data from multiple sources and applications across a wide spectrum of technology ─ from the front office to the middle office to the back office and back again ─ resulting in a seamless, unified financial professional and client experience.”
Tishkevich said, “INVENT was founded and designed to support financial institutions and professionals with WealthTech software that solves their complex systems and data challenges. INVENT’s Cloud-native platform will help Cambridge streamline their technology infrastructure, legacy systems, simplify API’s, and integrate silo’d applications and systems. In addition, through our consulting arm, INVENT Elite; top consultants and thought leaders in the wealth management industry are working with Cambridge not just on technology but also with its integration strategy, business development and user-adoption.”
“Cambridge has prioritized digital transformation for several years and has been working with INVENT on a number of technology initiatives,” said Nick Graham Cambridge’s Chief Technology Officer. “We continue to be excited to work with Oleg and the INVENT Elite team as they join us in delivering digital technology leadership and innovative systems architecture to our independent financial professionals and their clients.”
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