Digital Digest: The Latest Tech News – Oppenheimer, InvestCloud

Editorial Staff

24 March 2022

, the US-based investment bank and wealth management firm, has partnered with fintech firm InvestCloud to launch Investor Gateway, a platform allowing users to open new accounts.

The platform, aimed at Oppenheimer’s private client arm, uses “behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship,” according to a statement issued by Oppenheimer & Co.

“Our Investor Gateway enables our financial professionals to deliver an unparalleled level of service to their clients, independent of time and location,” Ed Harrington, head of the firm’s private client division, said. “Without question, the platform we have built substantially elevates the capabilities of Oppenheimer’s financial advisors, enabling them to exceed client expectations with a best-in-class digital service experience.”

The digital portal, which was initially implemented in 2020, integrates with Oppenheimer’s existing technology infrastructure and is now ready for use to onboard new accounts.