List of Invessed Client Lifecycle Customers
Long Crendon, HP18 9EE,
United Kingdom
Since 2010, our global team of researchers has been studying Invessed Client Lifecycle customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Invessed Client Lifecycle for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Invessed Client Lifecycle for CRM and Investor Relationship Management include: Momentum Global Investment Management, a United Kingdom based Banking and Financial Services organisation with 66 employees and revenues of $20.0 million, Iolcus Investments Greece, a Greece based Banking and Financial Services organisation with 17 employees and revenues of $7.0 million, Bowmore Asset Management United Kingdom, a United Kingdom based Banking and Financial Services organisation with 11 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Invessed Client Lifecycle, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Invessed Client Lifecycle customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bowmore Asset Management United Kingdom | Banking and Financial Services | 11 | $3M | United Kingdom | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | 2022 | GrowCreate |
In 2022, Bowmore Asset Management implemented Invessed Client Lifecycle as its CRM and Investor Relationship Management platform. GrowCreate served as the systems integrator and vendor, delivering an Invessed-based client portal tailored for a UK asset management firm with emphasis on client access and engagement.
The implementation configured Invessed Client Lifecycle modules for onboarding, KYC and workflow orchestration, and exposed dynamic investment reporting capabilities within the portal. Functionality included client registration and verification flows, automated lifecycle tasks, and on-demand portfolio reporting surfaced to end users.
Integrations included custodial data feeds via FIS to synchronize holdings and transactional data into Invessed Client Lifecycle, supporting the dynamic investment reporting. Operational coverage encompassed client servicing and investment teams in the United Kingdom, and mobile access for external clients through the portal.
Governance was implemented through multi-level access controls and role based permissions, separating client, adviser and administrative privileges and tying workflow approvals to those roles. GrowCreate managed the portal build and integration, orchestrating feed ingestion, access controls and reporting configuration to centralize client lifecycle management with the Invessed Client Lifecycle application, implemented to boost client engagement and mobile access.
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Iolcus Investments Greece | Banking and Financial Services | 17 | $7M | Greece | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | 2023 | GrowCreate |
In 2023 Iolcus Investments Greece implemented Invessed Client Lifecycle, deploying a CRM and Investor Relationship Management solution with GrowCreate. The engagement delivered an Invessed-based wealth portal designed to modernise client onboarding, KYC, e-signatures and investment reporting for the 17 person investment firm operating in Greece. The implementation is positioned as a central client lifecycle layer to consolidate investor records and automate onboarding flows.
Invessed Client Lifecycle configuration focused on onboarding and KYC modules, including automated client intake forms, document capture and e-signature orchestration, as described in the GrowCreate case study. The portal also exposed investment reporting capabilities to deliver consolidated portfolio statements and client communications through the same lifecycle platform. Standard CRM workflows such as contact management, activity tracking and role based access controls were applied to match investor servicing and compliance needs.
Operational scope covered client services, compliance and investment reporting teams within Iolcus Investments Greece, with the portal acting as the primary investor engagement channel. GrowCreate acted as the system integrator and implementation partner responsible for solution configuration, data model design and portal delivery. No specific external system names were disclosed in the source, the project narrative emphasizes process automation and consolidation rather than bespoke backend integrations.
The project outcome reported in the GrowCreate case study included 10x faster reporting and a reported 75% drop in administrative costs following deployment of Invessed Client Lifecycle. Governance changes included centralised investor data management and standardised onboarding workflows to support KYC and e-signature controls. GrowCreate is referenced as the delivery partner in the public case study.
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Momentum Global Investment Management | Banking and Financial Services | 66 | $20M | United Kingdom | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | 2022 | GrowCreate |
In 2022, Momentum Global Investment Management implemented Invessed Client Lifecycle to strengthen its CRM and Investor Relationship Management capabilities. GrowCreate delivered an embedded Invessed Fund Portal for Momentum UK to transform fund marketing and investor communications, delivering interactive fund factsheets, document libraries and personalised investor reporting.
The deployment centered on Invessed Client Lifecycle modules for onboarding and lifecycle management, inferred from the portal features and case study integration notes. Configuration work by GrowCreate included embedding the Invessed Fund Portal into Momentum's public site and wiring document library and personalised reporting workflows to the Invessed Client Lifecycle environment, enabling dynamic investor facing pages, customised factsheets and lifecycle status tracking.
Operational scope targeted Momentum Global Investment Management UK fund marketing and investor relations functions, with governance changes to standardise document management, investor reporting cadence and lifecycle workflows. The implementation positioned Invessed Client Lifecycle as the central CRM and investor relationship system for onboarding, ongoing client lifecycle management and fund marketing, improving investor engagement as reported in the case study.
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