Interactive Advisory

Drive revenue. With the right content at the right time in the right format.

Selected Clients

The right content for the right client in 100% of all cases

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.

Marc Blunier
Head Product Offering and Investment Campaigns at Julius Bär

30 to 50% time gain per analyst per day to write content or support relationship managers in their daily work

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.

David Wolf
Head Research Content and Publications, LGT

Timely research content – personalized for advisors and clients on their preferred channel

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.

Felix Brill
Chief Investment Officer, VP Bank

The Platform –

Content engine

Features

Predefined publication and content types (e.g. factsheets, house views, investment ideas)
Best in class editor
Workflow engine
Preview in HTML, PDF and PPT
Automatic text translations

30 to 50% time gain per analyst per day

The Platform –

Distribution engine

Features

Suitability Check / Interface to Suitability Engine
Personalization Engine based on rules or custom logic
Modular disclaimer management based on content or user
Channel-specific content rendering as HTML or PDF
Pure data export as XML or JSON
Export interface for web channel / web snippet

Compliant, personalized and channel agnostic distribuiton of content

The Platform –

Research Portal

Features

Create multiple portals based on the same content source
Integrate research portal on all of your existing platforms for prospects, clients and advisors
Define the structure of your research portal with WYSIWYG editor
Content curation

Benefits for the Chief Investment Officer: Increase reach of investment communications and measure impact on all channels

The Platform –

Campaign management

Features

Content in client context
Content sharing capability
Communication history
Feedback loop

Tripling the number of contacts per advisor per client per year

The Platform –

Slide Builder

Features

Automated information based on user profile/ portfolio
Create individualized pitch books for investment proposal presentation/discussion
Matching engine ISIN – product information/ regulatory documents
Create any output format, PPT, HTML or PDF

50% less time spent to create a custom pitch book

Product –

Connectivity

Features

Market data: Bloomberg, Factset, Morningstar
Front office suites: avaloq Wealth and Engage, Temenos Front Office Suite, additiv
Core Banking: avaloq and Temenos