Oppenheimer & Co. Announces Strategic Alliance With InvestCloud

Investment bank, wealth manager, and Oppenheimer Holdings subsidiary, Oppenheimer & Co, Inc. announced on Wednesday it has formed a strategic alliance with global fintech firm, InvestCloud. Oppenheimer reported that the partnership will accelerate the buildout of its digital experience platform for the firm’s financial advisors and other professionals, as well as their clients. 

While sharing details about the partnership,  Ed Harrington, Executive Vice President and Head of the Private Client Division at Oppenheimer, stated:

“Oppenheimer’s new financial advisor and client portal, powered by our partnership with InvestCloud, will enable Oppenheimer’s professionals to serve their clients anytime and anywhere with the most robust suite of digital tools in our industry today.”

Oppenheimer also explained the partnership is expected to enhance its ability to deliver the following technology-enabled solutions to its financial advisors and other professionals:

  • Recruit and prospect transitioning
  • Client onboarding and retention
  • Business growth and process efficiency

John Wise, InvestCloud’s Co-founder, CEO and Chairman added:

“At a time when many financial institutions are expediting their online offerings to service existing client needs, there is also a significant case to be put forward in using digital to engage with prospects. Our apps will fuel Oppenheimer’s business development engines, ensuring prospects receive intuitive, involved, and individual experiences from the very first touchpoint all the way through to the long-term relationship.”

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