List of Invessed Onboarding Customers
Long Crendon, HP18 9EE,
United Kingdom
Since 2010, our global team of researchers has been studying Invessed Onboarding 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 Onboarding for Investor Onboarding 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 Onboarding for Investor Onboarding include: ETHENEA Independent Investors S.A, a Luxembourg based Banking and Financial Services organisation with 100 employees and revenues of $10.0 million, Bowmore Wealth Group United Kingdom, a United Kingdom based Banking and Financial Services organisation with 30 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Invessed Onboarding, 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 Onboarding 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 Wealth Group United Kingdom | Banking and Financial Services | 30 | $5M | United Kingdom | GrowCreate | Invessed Onboarding | Investor Onboarding | 2024 | GrowCreate |
In 2024, GrowCreate implemented an Invessed-based wealth and client portal, Invessed Onboarding, for Bowmore Wealth Group United Kingdom to support Investor Onboarding use cases for Bowmore Asset Management in the United Kingdom. The deployment targeted secure client onboarding and multi-level access for advisors and clients, aligning the Invessed Onboarding application with the firm’s reporting and investor servicing requirements.
Configuration centered on Invessed Onboarding capabilities including KYC intake and verification workflows, e-signature-enabled contract execution, and client lifecycle management to manage account opening through ongoing servicing. Role-based multi-level access controls and dynamic reporting modules were configured to produce finance and investor onboarding reports and dashboards, enabling segmented views for advisory, operations, and finance teams.
The implementation integrated Invessed Onboarding with FIS Global for downstream data exchange and reporting consolidation, supporting investor data flows and financial reporting feeds. Operational coverage included client onboarding, operations, finance, and investor relations within Bowmore Asset Management across the United Kingdom, with distinct user profiles for advisors, back-office staff, and clients.
GrowCreate served as the implementation partner, leading configuration, governance setup, and rollout activities across Bowmore’s teams, and establishing administrative controls and compliance workflows inside Invessed Onboarding. The case study notes improved client access and engagement via integrations with FIS Global, and the solution centralized investor onboarding and reporting capabilities for Bowmore Wealth Group United Kingdom.
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ETHENEA Independent Investors S.A | Banking and Financial Services | 100 | $10M | Luxembourg | GrowCreate | Invessed Onboarding | Investor Onboarding | 2024 | GrowCreate |
In 2024, ETHENEA Independent Investors S.A implemented Invessed Onboarding, an Investor Onboarding solution delivered by GrowCreate, to establish an Invessed fund and factsheet portal for multi region fund marketing and distribution across Luxembourg and 12 countries. The deployment targeted finance and fund marketing functions to centralize investor onboarding workflows, investor communications, and multilingual compliance.
Invessed Onboarding was configured to deliver portal capabilities for investor reporting and content management, including configurable fund pages, automated factsheet publishing workflows, and multilingual content authoring and approval. The technical architecture combined a centralized portal with regional publishing controls and role based access controls to separate distributor access from internal operations. Data integrations were implemented to automate report and factsheet production from fund data sources and to reduce manual publishing steps.
GrowCreate led the implementation and regional rollout aligning publishing workflows and compliance checks to local language and regulatory requirements across the twelve country footprint. Governance changes included formalized approval workflows and content versioning to support multilingual compliance and consistent investor communications. The engagement delivered reduced publishing time and improved multilingual compliance for ETHENEA finance and fund marketing teams.
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