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 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.
Swiss Universal Bank
Swiss Universal Bank
Solution for Private Bank
Swiss Private Bank
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.
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.
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.