Long Crendon, HP18 9EE,
United Kingdom
GrowCreate
GrowCreate, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. GrowCreate collaboration with software players such as GrowCreate empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| GrowCreate | GrowCreate | Invessed Onboarding | Investor Onboarding | Investment Management |
| GrowCreate | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | Investment Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | 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 |
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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Bowmore Wealth Group United Kingdom | Banking and Financial Services | 30 | $5M | United Kingdom | GrowCreate | Invessed Onboarding | Investor Onboarding | 2024 |
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 |
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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Banking and Financial Services | 17 | $7M | Greece | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | 2023 |
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Banking and Financial Services | 66 | $20M | United Kingdom | GrowCreate | Invessed Client Lifecycle | CRM and Investor Relationship Management | 2022 |
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Buyer Intent: Companies Evaluating GrowCreate Services
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