• Personalized Investment Advice

    Personalized Investment Advice

  • Investment Insights App

    Investment Insights App

  • Raiffeisen: Client Profiling

    Raiffeisen: Client Profiling

Smart
content for
your advisory
business
Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey. In turn, they gain key insights into what their clients want.
Interactive Advisor

Features

Benefits

Investment and sales content across the client journey...

… to reach out to large numbers across channels:

They: Receive content that helps them discover your offering
You: Collect data on their interests and preferences

…to convert leads:

They: are fully able to make an informed investment decision
You: optimize your offering to fully meet their needs

… to convince prospects:

They: Receive targeted content that matches their interests
You: Gain more detailed insight into what they want

… to develop clients:

They: only receive personalized content based on their preferences and profile
You: Gain a fuller understanding of their investment needs and motives

Delivery Approach

Interactive Advisor Platform comes as a service and ensures:

Rapid development
Zero deployment
Application interoperability

About us

With diverse academic backgrounds ranging from information technology, mathematics, business administration, political sciences and philosophy, economics, design, linguistics and psychology, our team of experts brings solid domain expertise on board in the banking, pharmaceutical, manufacturing and food industries.

Thomas Bosshard

CEO

After his studies in political science he spent 5 years in the media industry working on solutions for content contribution and distribution. 10 years ago he then moved into the financial industry sector making sure investors receive the information they need to make good decisions. Experienced turn-around and program manager. Co-founder of Adviscent.

Stephan Jöhri

CTO

Stephan learned the tools of his trade at ETH in Zurich where he studied Computer Science and discovered his interest for quantitative methods for finance. He moved on to co-found a software company that applied them. As CTO, Stephan was responsible for the research and development of new models with a near-shored development team. Sales activities and client account management were the main drivers in developing a system that caters to the client's needs.

At Adviscent Stephan combines domain knowledge from the financial service industry with knowledge of the client's challenges in order to develop the best solution.

Get in contact – our office in Zurich.

Adviscent AG
Binzstrasse 23
8045 Zurich
Switzerland

+41 43 344 91 89
company@adviscent.com