Executive Vice President and Chief Technology Officer
Graham is a collaborative leader in Cambridge’s ongoing efforts to enhance digital solutions in a new era of technology for financial professionals, and this includes release of CLIC® Advisor and CLIC Client to financial professionals and their clients in 2019. CLIC is an integrated suite of technology components for many of the critical tasks in a financial professional’s business. CLIC Advisor utilizes innovative partnerships/integrations with Fintech providers in a streamlined experience while supporting advisor choice, and is an extension of Cambridge’s comprehensive online business environment. CLIC Client serves as an investor center to help advisors engage with clients in a collaborative, digital, mobile-ready environment.