Home Fintech GBST additional expands adviser options with the acquisition of main market disruptor Recommendation Intelligence and its progressive goals-based, digital and hybrid recommendation platform

GBST additional expands adviser options with the acquisition of main market disruptor Recommendation Intelligence and its progressive goals-based, digital and hybrid recommendation platform

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GBST additional expands adviser options with the acquisition of main market disruptor Recommendation Intelligence and its progressive goals-based, digital and hybrid recommendation platform

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GBST, a number one international supplier of cloud-based SaaS wealth administration expertise, has introduced the acquisition of Recommendation Intelligence, an award-winning cloud-based end-to-end monetary planning software program answer.

Recommendation Intelligence brings an impartial CRM answer, consumer engagement, goals-based recommendation, cellular, workflows and apps collectively in a single digital platform enhancing the monetary adviser and consumer expertise in actual time.

Recommendation Intelligence is extremely complementary to GBST’s lately acquired Salesforce adviser answer GBST WealthConnect and can additional speed up the corporate’s means to supply each digital and hybrid recommendation to the worldwide wealth market. It helps the trade’s evolution towards environment friendly and cost-effective recommendation through digitisation, bridging the hole between recommendation suppliers and the broader mass market.

GBST expects sturdy international demand for its full suite of cloud-based options together with its functionality to ship digitally pushed optimised recommendation for retail traders and their advisers aligned to the accepted suggestions within the High quality of Recommendation Evaluation (QAR) in Australia.

The acquisition of Recommendation Intelligence is a transparent indication that GBST is fast-tracking its development technique and confirms the corporate’s dedication to the broader wealth administration market because it expands its progressive suite of adviser expertise with a scalable and multi-functional answer that’s CRM agnostic.

Robert DeDominicis, International CEO of GBST welcomed the Recommendation Intelligence crew and emphasised the extremely synergistic nature of the options: “The acquisition accelerates the supply of our roadmap and positions GBST completely to seize a big share of the rising recommendation apply administration, digital and hybrid recommendation markets via the supply of its market main cloud-based portfolio of options.”

“With the mixed choices of GBST, GBST WealthConnect and GBST Recommendation Intelligence to streamline recommendation and improve consumer expertise, GBST is well-equipped to broaden its presence in Australia, the UK, and internationally,” DeDominicis mentioned.

Jacqui Henderson (pictured), founding father of Recommendation Intelligence, who will be part of GBST following the acquisition, mentioned: “We’re thrilled to affix an organization as progressive and forward-thinking as GBST, with 4 many years of trade expertise, an enviable consumer record, international footprint, and a collaborative and supportive tradition. This acquisition supplies GBST with a chance to progress and broaden the expansion of its digital recommendation options and I’m sure we’ll obtain nice issues collectively.”

Beau Dixon, Managing Accomplice at Anchorage Capital Companions, and Chairman of GBST, mentioned: “The acquisition of Recommendation Intelligence additional accelerates GBST’s digital focussed development agenda and delivers enhanced capabilities with international utility to our current and future purchasers. We’re delighted to welcome Jacqui Henderson and her crew.”



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