Our Mission

Making financial advice possible and practical for everyone

About us

Why we're here

CleverCX was founded in 2022 to transform and modernize the way financial services companies digitally engage their clients. Our team is composed of seasoned pioneers in the asset management, financial planning and investment advisory industry with a keen understanding of the unique challenges and opportunities across the financial services landscape.

Long-standing analog client service, distribution, and operating models need to transform to keep up with client demands and on demand digital experiences. Fully customized digital client engagements are no longer simply a client expectation, they are a requirement.

We collaborate with our clients to drive innovation and customize solutions beyond an outdated fact sheet, burdensome financial planning reports or dense advice engines. Don’t settle for painful implementations, partial data, intrusive onboarding, or awkward interfaces. CleverCX is an indispensable industry partner that delivers the best digital client engagement tools in a collaborative framework that allow you to elevate your conversations.

What we do

We deliver world class technology that financial services firms need to transform their onboarding, productization, visualization and data capture.

Who we are

Key Team Members

Linda Bready


Josh Pace


Kevin Delo


Niels Toft


Trevor Dean


Andrew Weiler


Let's start a conversation

Talk with our team
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