Our Blog Posts
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.
Embracing digitalization’s limits: The future is hybrid
Are robots slowly but surely taking over the world, leaving only people who can develop algorithms in employment? At least in areas where face-to-face interaction is still essential, the added value of AI lies in a hybrid approach.
Fake news may be compromising the quality of social intelligence
Advances in the field of opinion mining and sentiment analysis has opened up unprecedented access to insights into what people think. On Facebook alone, the most widely used social media platform, 510,000 comments are posted, 293,000 statuses are updated, and 136,000 photos are uploaded every minute.
How technology is changing established advisory jobs
The trend towards digital advice is sweeping across all sectors. In the investment management business, Robo-advisors, online platforms that use algorithms to recommend investment portfolios, are already widely in use, gaining acceptance and growing rapidly.
Analytics - Does your business need descriptive, diagnostic, predictive or prescriptive capabilities?
The questions you want to answer determine which type of analytics to use
A widely acknowledged, purpose-based classification divides analytics it into four different types: descriptive, diagnostic, predictive or prescriptive analytics.