Instead of emailing all fund information to advisors, with Interactive Advisor we now have a much more structured approach to sharing information between fund teams and our relationship managers. For relationship managers, this means they spend less time searching for relevant information for their clients.
The time saved with Interactive Advisor - a total of between 30 and 50% - can now be used by the analysts for writing content, creating analyses or advising client advisors. Overall, we have massively improved the allocation of our resources, increasing the impact of our investment department with client advisors and clients.
With Adviscent and their Interactive Advisor solution, we have improved the automation of the data flow and shortened the processes for preparing research content. With the new Research Portal, we have created a platform to serve all stakeholders digitally and in a recipient-friendly way with our analyses.
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