Print this article
Digital Digest: The Latest Tech News – Huntington National Bank, InvestCloudÂ
Editorial Staff
30 November 2022
Huntington National Bank, InvestCloud Find My Advisor adds more than 300 digital apps to InvestCloud’s library. The solution is now available to wealth managers globally through InvestCloud X.
Ohio-based regional bank Huntington National Bank has launched Advisor Connect, a digital experience based on the Find My Advisor platform delivered by InvestCloud.
Huntington is a subsidiary of Huntington Bancshares, a $179 billion asset regional bank holding company based in Columbus and listed on the Nasdaq market.
Advisor Connect is a digital platform that makes it easy for customers to shop for and connect with the right Huntington financial advisor, the firms said. After answering questions, users are shown a tailored list of advisors whose interests and areas of specialty align with their financial needs, personal interests and preferences for collaborating remotely or in-person.
“Developing empathy with a client for effective communication and planning – either in person or digitally – is a must for any wealth manager,” Will Bailey, chief strategy officer at InvestCloud, said. “So being able to connect the right client to the right advisor is essential for long-term, multi-generational retention.”