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.
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.
In broad terms, the success of quantitative investment strategies in portfolio management is due to two things.
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.
Requiring major restructuring to banks’ existing business models, wealth managers are facing substantial changes due to MiFID II and upcoming FIDLEG legislations. A new whitepaper explores how banks can respond to the new rules with digital solutions and what this means for their advisory businesses.
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?