Question: Do you know of a platform that provides a modular and extensible foundation for delivering digital experiences across the wealth continuum?

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InvestCloud

If you're looking for a platform that offers a modular and extensible foundation for delivering digital experiences across the wealth continuum, InvestCloud is a compelling option. InvestCloud is a scalable, modular technology platform designed to power the digital transformation of the financial services industry. It offers a wide range of digital experiences including advisor-led planning, client experience, self-directed trading, portfolio management, and more. The platform leverages design, gaming theory, decision theory, and data science to enhance user engagement and is built for massive scale and security.

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Magnolia

Another noteworthy platform is Magnolia, a composable digital experience platform that allows users to build experiences by combining content from multiple sources across any channel or application. It features a hybrid headless CMS, seamless data source connections, and a visual editor with in-line editing and drag-and-drop components. Magnolia's AI-powered content creation tools and market-leading security features make it an excellent choice for enterprises looking to accelerate digital delivery and improve efficiency.

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Progress Sitefinity

For those seeking a cloud-native solution, Progress Sitefinity offers a platform that empowers the creation of next-gen content and user experiences by connecting customer and enterprise data. It includes features like GenAI, codeless page creation, personalization, AI chatbot automation, and digital commerce. Progress Sitefinity supports developers with a modern tech stack and is flexible enough to manage complex digital experiences across multiple channels and geographies, making it ideal for firms looking to enhance business agility and ROI on marketing spend.

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Contentful

Lastly, Contentful provides a digital experience platform that simplifies content creation and delivery across channels. With its composable content platform, intelligent automation, and flexible design, Contentful empowers teams to collaborate and innovate quickly. It supports large-scale enterprises with robust governance and integrates with over 100 apps, helping businesses improve engagement and conversion rates efficiently.

Additional AI Projects

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Crownpeak

Build personalized digital experiences at scale with AI-driven content management, commerce search, and merchandising, plus accessibility and quality tools.

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FintechOS

Accelerate financial product innovation with low-code/no-code tools, streamlining time-to-market and reducing complexity, while empowering non-technical users to drive growth.

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Squiz

Create, optimize, and orchestrate multichannel experiences with a low-code platform, uniting customer data and content for personalized, engaging interactions.

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Sitecore

Unifies customer data to create a single, secure profile, empowering organizations to drive business results and increase customer value through aligned technology and strategy.

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Flybits

Create contextually relevant and personalized experiences at scale, leveraging data to drive trust and revenue growth in banking and financial services.

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Hyland Nuxeo Platform

Quickly deploy and modernize applications with adaptable AI, cloud-native scalability, and low-code flexibility, achieving quick wins and future-proofing your enterprise.

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Allfunds

Unlocks access to the world's largest fund distribution network, providing cutting-edge wealth management tools, data analytics, and AI-driven insights into market trends and investor behavior.

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MX

Securely connect and verify financial data, transforming it into actionable insights and enabling personalized experiences that drive engagement and growth.

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Hearsay Systems

Streamline financial services client engagement with compliant digital channels, lead generation, and sales optimization, while ensuring regulatory compliance.

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Milestone

Creates personalized experiences across industries with a hybrid headless CMS, AI content generation, and schema markup for enhanced search visibility.

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Wyng

Create engaging digital experiences that capture zero-party data, personalize in real-time, and drive sales through interactive experiences, gamification, and shoppable content.

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Microsoft Power Platform

Unlock innovation across your organization with low-code tools and AI-driven solutions.

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Engine

Connects users with 1,000+ financial providers, offering precision matching and personalization to acquire, grow, and monetize customer bases.

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ShepHertz

Accelerates digital transformation with a unified customer view, omnichannel apps, and predictive analytics, enabling continuous transformation and improved business outcomes.

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Evolv AI

Generates AI-driven UX recommendations, automates creation and optimization, and personalizes customer journeys to improve conversions and user experiences.

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Contentsquare

Uncover hidden opportunities to boost conversion, retention, and customer satisfaction with AI-powered insights and automated data capture across web and apps.

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RichRelevance

Delivers seamless, personalized customer experiences across all touchpoints with advanced analytics and machine learning, driving significant revenue uplift and conversion rate increases.

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Cleverbridge

Automates recurring revenue growth across the entire customer lifecycle, powering frictionless acquisitions, expansions, and renewals in 240 countries and territories.

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Mendix

Accelerate app development with AI-assisted tools, visual IDE, and cloud deployment, enabling rapid delivery of high-value software portfolios.

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OneReach

Build advanced multimodal AI agents that span multiple channels, customize dashboards, and integrate with 60+ enterprise systems to improve operational efficiency.