Explore Our Customers' Journey to Digital Success
Browse some of our customer case studies below across Broker-dealer, Independent RIA, and Real Estate customers or connect with our experts to learn more about our success stories
Cambridge Investment Research, Inc.
The New Era of Digital Wealth Management: Cambridge and Invent® Join Forces
This integration led to the latest evolution within CLIC®, Cambridge's comprehensive online business environment.
Sequoia Financial Group
Powering Sequoia's Digital Transformation
Data Integration Excellence: Invent® and Sequoia Partnership.
Douglas Elliman
Elevating the Agent Experience
As part of Douglas Elliman’s digital transformation strategy, the company has partnered with Invent® to take the agent experience to a completely new level.
