As client advisors remain key to private banking business models, Interactive Advisor increases their reach and impact by providing the right content at the right time in the right format.
Our smart content hub delivers the content you need to provide a high-touch experience to your clients with automated content recommendations you can share in order to foster a dialogue and therefore act as ‘real’ advisor instead of sales person.
Our technology ensures you have an overview of content/products in accordance of your client book to plan sales resources and thus to increase efficiency and effectiveness.
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