Our Blog Posts
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.
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.
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.
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.
Coping with all the content you need to create?
As consumers spread their attention across more and more channels and screen types, content producers are struggling to keep up. Some respond by topping up their content creation capabilities, others try to optimize them.
Is no one listening to your content marketing initiatives?
More and more people are spending more and more time consuming online content. Only about ten years ago the average internet user spent about 2 hours per day online. As the internet has become increasingly mobile, this figure has doubled. In 2015, over 80% of the population in Western Europe and the US were online.
Beyond lead generation – Sales enablement
Marketers who want to help their sales teams close more deals are now focusing on sales enablement. But unlike established corporate functions such as accounting or finance, sales enablement is still an emerging concept that has not yet made its way into job titles and still means different things to different companies. For some organizations, sales enablement is putting marketing materials onto the intranet — without giving the sales force an insight on what clients want.