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

Selected Clients

  • Credit Suisse
  • Formuesforvaltning
  • Julius Bär
  • LGT
  • UBS
  • VP Bank

Customers of a bank expect bespoke, tailor-made advisory, every time, at every touchpoint.

This unfortunately happens in only 1 out of 10 cases. Because the advice lacks the right content at the right time.

This means in 90% of cases, the bank misses out on potential revenue and risks losing clients. Every day.

But what if the client advisory business with a salesforce of 1'000 advisors that generate CHF 500'000 each in annual revenues could become 1% better? Consistently, without hiring expensive sales trainers or working more?

It would mean CHF 5 Mio. in revenue - at lower attrition rates. Also from relationship managers, because they love their job as they earn more money.

Let's talk about how we can make this happen for you?

Contact us

Latest Blog Posts

Adviscent partners with additiv to meet demand for relevant content to support investment decisions

  • Thomas Bosshard

Adviscent is pleased to announce its partnership with additiv, a leading SaaS and embedded wealth provider to the financial and non-financial industry. additiv has joined forces with Adviscent in response to the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.

Pandemic accelerates need for ecosystem collaboration

  • Thomas Bosshard

The pandemic has put the spotlight on digitalization. So has the unprecedented surge in earnings of big tech companies like Amazon, proving that digital innovation pays off. The disruptive force of the pandemic caused staggering adoption rates of digital tools and boosted online sales. Consumer habits are shifting. Engaging and interacting digitally has become the “new normal”.

Adviscent partners with Avaloq Wealth Platform to meet demand for personalized investment advice

  • Thomas Bosshard

Adviscent is pleased to announce its partnership with the recently launched Avaloq Wealth Platform, which enables banks and wealth managers to provide highly personalized investment advice and bespoke services to their clients.

Interview with David Wolf on the implementation of the Interactive Advisor Framework at LGT

  • Thomas Bosshard

LGT Group, the largest family-owned private banking and asset management group in the world wholly owned by an entrepreneurial family, recently announced that it is producing its investment content on Adviscent’s Interactive Advisor.

Communicating with clients: the storytelling approach

  • Thomas Bosshard

In broad terms, the success of quantitative investment strategies in portfolio management is due to two things.

Successfully engaging clients with the right content

  • Thomas Bosshard

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.

Avaloq

Avaloq Wealth

Interactive Advisor is connecting with the recently launched Avaloq Wealth Platform to accelerate the transformation of established financial institutions’ advisory business by means of an innovative content hub.

Making client advisors more efficient and effective with smart content solutions

Value driver ‘prospecting’ –

Information on prospects’ interests and investment behavior for more specific outreach communication

Swiss Universal Bank

Swiss Universal Bank

Value driver ‘retention’ –

Personalized talking points to advise clients on relevant portfolio risks

Swiss Universal Bank

Swiss Universal Bank

Value driver ‘pricing’ –

Mass-customized House View to advise clients based on risk profile

Solution for Private Bank

Private Bank

Value driver ‘share of wallet’ –

Guided stories to advise clients holistically

Swiss Private Bank

Swiss Private Bank

Interactive Advisor –

A savvy content hub for research analysts, investment writers, sales managers and other content owners at Wealth Managers and Private Banks

Interactive Advisor –

Managing the research and offering content creation process

  • Create investment research content based on predefined data structures for equity reports, asset classes, countries, regions and other criteria
  • Base content creation on industry standards such as open fund standards
  • Benefit from in built-in market data feeds to automate creation process
  • Collaborate through custom workflows
Interactive Advisor

Interactive Advisor –

Overviewing the research and offering content publishing process

  • Coordinate different functions of the investment office, research and offering department
  • Manage translations and local versions
  • Preview content in all form factors: HTML, web, mobile and pdf
Interactive Advisor

Interactive Advisor –

Orchestrating the distribution of research and offering content

  • Create your research and offering content once – publish it everywhere
  • Benefit from our API library to integrate personalized content on your preferred channel
  • Leverage standard integrations into leading core banking systems such as Avaloq and Temenos or wealth management platforms such as Additiv

Interactive Advisor – in a nutshell

Why Interactive Advisor –

Benefits

For the Head of Private Banking

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.

For Client Advisors

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.

For the Head of Offering Management

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.

Our Partners

Ecosystems

  • Avaloq
  • Additiv

Data and content

  • SIX
  • Bloomberg

Implementation partner

  • DXC Technology
  • Knowledge Lab

Get in contact – our offices in Zurich and San Francisco.

Adviscent AG

Binzstrasse 23
8045 Zurich
Switzerland

+41 43 344 91 89
company@adviscent.com

201 Spear St
San Francisco, CA 94105
USA

415-301-4685
company@adviscent.com

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