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From IFAs and insurers to wealth managers and stockbrokers, Invu solutions support a wide range of financial institutions to provide more effective client relationships. Increased visibility and access to information drives improved service levels and ensures that firms have the information necessary for ‘Know Your Client’ requirements.
Invu is also a member of the Association of Private Client Investment Managers & Stockbrokers with Redmayne Bentley, Charles Stanley & W H Ireland amongst its customers.
Craig Arnold, Redmayne Bentley
Financial organisations are already successfully using Invu to:
Invu Solution features:
Since 1980 Nedgroup has protected the accumulated wealth of individuals and families resident worldwide. Priding itself on a commitment to efficient, personal and timely service, Nedgroup balances uncompromising delivery quality with competitive fees. It does so against a background of ever-changing legislation and compliance obligations. The need to maintain efficiency and mitigate compliance risk drove Nedgroup to consider implementing a Document Management solution.
Increasingly, Nedbank is required to obtain up to date client documentation to comply with Anti-Money laundering (AML) and Know Your Customer (KYC) legislation. Establishing client and wealth provenance is a regular requirement and mandatory for all new clients. In addition to everyday transactional documents Nedbank therefore has a large compliance overhead.
Interested in finding out more? Get in touch with us using the form below, we’d love to hear from you.
" The accountancy business is no longer about the cheapest way of creating a set of accounts; it is about value added services, such as creating monthly management accounts and helping clients analyse those accounts. Invu provides the central spine of information that is enabling Bates Weston to deliver these services to clients. "