Personalized advice at scale

Amplify the reach and impact of your client advisors with Interactive Advisor

Selected Clients

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

Prospecting, pricing, share of wallet and retention –

Address wealth management value drivers with smart content solutions

Prospecting –

Specific outreach communication based on user sentiments and content recommendations

Retention –

Reduce attrition risk with personalized stories for any type of intervention

Pricing –

Leverage investment content for mass-customized advice to justify and increase prices

Wallet –

Automated personalized talking points for next best actions to increase share of wallet

Latest Blog Posts

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.

Solutions –

How to scale advice without affecting client interaction and communication? Hybrid advice solutions with Interactive Advisor

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 to create, manage and distribute guided investment stories for hybrid advisory models for 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

Implementation partner

  • DXC Technology
  • Knowledge Lab

Get in contact – our office in Zurich.

Adviscent AG
Binzstrasse 23
8045 Zurich
Switzerland

+41 43 344 91 89
company@adviscent.com

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