Our Blog Posts
Adviscent partners with additiv to meet demand for relevant content to support investment decisions
Adviscent is pleased to announce its partnership with additiv, a leading SaaS and embedded wealth provider to the financial and non-financial industry. additiv has joined forces with Adviscent in response to the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.
Pandemic accelerates need for ecosystem collaboration
The pandemic has put the spotlight on digitalization. So has the unprecedented surge in earnings of big tech companies like Amazon, proving that digital innovation pays off. The disruptive force of the pandemic caused staggering adoption rates of digital tools and boosted online sales. Consumer habits are shifting. Engaging and interacting digitally has become the “new normal”.
Adviscent partners with Avaloq Wealth Platform to meet demand for personalized investment advice
Adviscent is pleased to announce its partnership with the recently launched Avaloq Wealth Platform, which enables banks and wealth managers to provide highly personalized investment advice and bespoke services to their clients.
Interview with David Wolf on the implementation of the Interactive Advisor Framework at LGT
LGT Group, the largest family-owned private banking and asset management group in the world wholly owned by an entrepreneurial family, recently announced that it is producing its investment content on Adviscent’s Interactive Advisor.
Communicating with clients: the storytelling approach
In broad terms, the success of quantitative investment strategies in portfolio management is due to two things.
Successfully engaging clients with the right content
Providing relevant, engaging and compliant content at all stages of the customer journey is a key element of a compelling client experience. A front-office sales enablement platform such as Interactive Advisor helps financial advisors create this experience.
Whitepaper: Achieving value at scale with digital advice and enhanced client engagement
Requiring major restructuring to banks’ existing business models, wealth managers are facing substantial changes due to MiFID II and upcoming FIDLEG legislations. A new whitepaper explores how banks can respond to the new rules with digital solutions and what this means for their advisory businesses.
Communicating without selling: Share, explain, entertain
How to attract new clients with content
Content that tries to sell often fails. Mostly, people quickly see through the ploy and bounce off to somewhere else. The internet is full of such ploys, and clicking away the umpteenth CTA box, auto-starting video or newsletter sign-up can be trying. Who wants roadblocks on a path to desired information?
Enhancing the client-advisor relationship with technology
New tools in consumer banking have been reshaping the financial services industry. However, when it comes to the client-advisor relationship, going 100% digital is still not advisable.
Can financial advisors open the AI black box for clients?
Many machine-learning models behind AI applications offer no visibility to what they do and how they reach a decision or course of action. In other words, we can see the information that goes in and the results that come out, but we do not understand what goes on inside.
How much digital onboarding do clients want?
Onboarding is one of the most crucial stages of the client lifecycle. It gives the advisor a unique opportunity to create a strong client relationship from the very beginning. It also defines the later stages of the client journey. Therefore, it is important to get it right from the start.
Who is afraid of deep-learning machines?
The seemingly endless opportunities artificial intelligence has created in areas such as health care or finance are awe-inspiring. No news week goes by without a success story on how the latest advances in technology are tackling problems that even the best human brains would fail at.