OpenExchange
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
OpenExchange is a company that offers communication solutions tailored for wealth managers. The focus of their platform is to improve interactions between advisors and clients through various technological features. These features include secure messaging, video conferencing, and collaborative financial planning tools, which aim to promote ongoing dialogue and transparency. OpenExchange's product offerings encompass virtual meetings, hybrid events, and searchable on-demand video archives, designed for businesses that need effective communication solutions. The company addresses the complexities associated with virtual and hybrid events by streamlining conference management and investor communications, which may assist wealth managers in enhancing client relationships and addressing client needs while maintaining data security.
Key facts
- Founded
- 2009
- Headquarters
- Boston, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
17 rolesAccount Executive
United States · On-site · Volunteer
Accounts Receivable Specialist
United States · On-site · Volunteer
US - API Integrations Implementation Specialist
United States · On-site · Volunteer
