Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients


Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client.

PersonaTech can be applied to firms of any size working across the investment management value chain. The app aids managers in improving client retention through advanced audience segmentation that goes beyond traditional approaches (age/gender/level of wealth), to incorporate aspects such as financial knowledge, digital savviness and appetite to set life goals.”

While sharing more details about the app,  Yaela Shamberg, Co-founder and Chief Product Officer at InvestCloud, stated:

“PersonaTech provides massive value as an app to not only our clients but also ultimately to the end users who feel more understood as the experience speaks to their needs. Additionally, because of our deep understanding of segmentation, personas are provided as part of this solution, which saves our clients time and money. Consultancy firms would normally charge tens to hundreds of thousands for persona ideas.”

John Wise, Co-founder, CEO and Chairman at InvestCloud, went on to add:

“As traditional client bases shift towards becoming more diverse and digitally savvy, wealth managers are not employing the right levels of empathy and understanding. Because of this, they face a serious problem in trying to attract new clients and retain those following a wealth transfer. PersonaTech helps them achieve this empathy – unlocking new levels of personalization to improve the digital experience.”

Founded in 2010, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. The platform supports over $2+ trillion of assets across 700+ diverse clients – from wealth managers, institutional investors and institutional asset managers to family offices, asset services companies, financial platforms and banks.

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