Business
Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience
New capability personally matches clients with the right financial advisor LOS ANGELES--(BUSINESS WIRE)-- InvestCloud, the global leader in financial digital
About this update from Huntington Bancshares Incorporated
[{"type":"text","content":"\n\nNew capability personally matches clients with the right financial advisor\n\n\n LOS ANGELES--(BUSINESS WIRE)--\nInvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179 billion asset regional bank holding company headquartered in Columbus, Ohio.\n\nRetirement savings, insurance concerns and financial planning can feel overwhelming without a financial advisor who understands your unique needs. Huntington now offers Advisor Connect, a digital platform that makes it easy for customers to shop for and connect with the right Huntington financial advisor. After answering a few 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.\n\n“Connecting our customers with the right advisor is essential to providing an outstanding experience for our customers,” said Michael Robinson, Huntington’s Director of Wealth Management. “Our partnership with InvestCloud delivers on our vision to be the leading ‘people-first, digitally powered’ bank and puts the customer at the center of the experience.”\n\nDeveloped in collaboration with Huntington, Find My Advisor is an API-based application that integrates seamlessly into an existing online banking experience. It uses customizable questions and logic to make the process of finding an advisor intuitive. Simply answer a few questions—current financial assets and future goals, personal and philanthropic interests, in-person or virtual meetings—to see a tailored list of compatible advisors with either Huntington Private Bank or Huntington Financial Advisors, a Huntington affiliate. Through Find My Advisor, wealth managers and financial institutions, like Huntington, can deepen existing customer relationships while helping clients plan for and achieve their long-term financial and investment goals.\n\n“Developing empathy with a client for effective communication and planning—either in person or digitally—is a must for any wealth manager,” said Will Bailey, chief strategy officer at InvestCloud. “So being...