InvestCloud Teams Up With BOSS to Launch Customer Experience Platform & Service “Synergy”

Global fintech firm InvestCloud Inc announced on Tuesday it has formed a partnership with Back Office Support Service (BOSS) to launch Synergy, a customer experience platform and service. The company reported that the new solution will ingrate its digital platform with BOSS’ data cleansing prowess. Both companies described Synergy as the following:

Synergy allows investors and managers to better leverage their custodial data by enhancing its quality – through reconciliation and data cleansing – ensuring all information is up to date and accurate. This data is then pulled into the InvestCloud digital platform, enabling investors and managers to make better decisions with better information.

While sharing details about the new platform, Yaela Shamberg, Chief Product Officer at InvestCloud, stated:

“Financial services is underpinned by data. The need for clear, accurate and up-to-date data is more important now than ever. The industry has relied for far too long on siloed information – an issue that InvestCloud is dedicated to tackling through our Digital Warehouse. Our partnership with BOSS adds additional cloud-sourced services to the Digital Warehouse, bringing data management forward and enabling managers to do more for their clients.”

Mike Kelly, CEO of BOSS, also commented:

“We have a long history in providing solutions for the back office. Our partnership with InvestCloud will see us work to bring together a truly end-to-end solution for wealth and investment managers. Synergy is a whole new way of managing information from custodians that will enable a better return on investment for the client, while ensuring greater productivity, enhanced service offerings and peace of mind for advisors.”

InvestCloud went on to add investors and managers will be able to purchase Synergy as a standalone function from its App Store, or integrated with other apps supported by its Digital Platform.

 

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