Wealth Management Front Office Enablement with Interactive Advisor

Engage your clients with the right content in the right format at the right time

Selected Clients

  • Credit Suisse
  • Formuesforvaltning
  • UBS

Enable advisors and clients to improve investment decisions with relevant and engaging content

Swiss Universal Bank –

Investment advice based on topics and scenarios

  • For the Bank: Reduced attrition risk through better understanding of the client
  • For the Advisor: No preparation, the relevant content is delivered automatically by the system
  • For the Client: Better investment decisions through explanatory and personalized content
Showcase A Swiss Universal Bank

Connect investment and sales teams with the front through guided sales stories

Swiss Private Bank –

Holistic advice with guided sales content

  • For the Bank: Support in increasing the share of wallet
  • For the advisor: Efficiently get an overview of the investable assets and identify measures to close opportunities
  • For the client: Access to integrated wealth management approach
Showcase B Swiss Private Bank

Use content recommendations to engage clients

Swiss Universal Bank –

Client acquisition with content recommen­dations

  • For the Bank: Support in winning new customers
  • For the advisor: Personalized and precise information to prompt a sales conversation
  • For the client: Relevant information to evaluate offering
Showcase C Swiss Universal Bank

Interactive Advisor – Investment and Sales content to enable the wealth management front office


Interactive Advisor –

Investment and Sales Content

Front Office


  • Client Data
  • Portfolio Data
  • Reference Data

Interactive Advisor



Content Teams


Create and Manage



  • Add portfolio based content recommendations
  • Mass customize your investment – and sales content
  • Use user sentiments to create content recommendations
  • Connect with your identity and access management
  • Define your own distribution rules
  • Create personalized content offerings
  • Render your content into various output formats like HTML, PDF or Powerpoint


  • Create your own web-channels
  • Create native apps in IOS and Android
  • Use Push-Notifications to communicate with your prospects and clients
  • Render information into various output formats like HTML, PDF or PPT

Create and Manage

  • Create content with state-of-the-art authoring tools
  • Manage and publish content
  • Add dynamic and interactive charts
  • Preview content in emulated channels
  • Collaborate based on workflows
  • Connect Interactive Advisor with your core banking system or CRM
  • Integrate with existing content sources


  • Content Analytics
  • User Analytics
  • Integrating with existing analytics tools
  • Adding own KPI’s and Dashboards

Front Office

  • Prospecting
  • Cross-Selling
  • Retention

Why Interactive Advisor –




  • Guided Story Telling
  • Dynamic interaction with the customer before, during and after the conversation
  • Reduction of preparation time, the system automatically delivers the content for the conversation
  • Reduction of time needed to generate proposals


  • Reduced attrition risk through better understanding of the client
  • Identification and closing of cross-selling opportunities
  • Personalized and precise Prospecting
  • Reduced time spent on content creation and management
  • Reduced print costs by increasing digital content and offerings


  • The right content at the right time, in the right format, for a sound investment decision.
  • Reduced time required to obtain relevant information for decision making

Our Partners


  • Avaloq
  • Finnova

Data and content

  • SIX
  • Finanz und Wirtschaft

Implementation partner

  • Luxoft
  • Knowledge Lab

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Get in contact – our office in Zurich.

Adviscent AG
Binzstrasse 23
8045 Zurich

+41 43 344 91 89


Schedule a chat

Contact us to discuss and plan a proof-of-value.