additiv Advisor

Solution introduction

For mobile interaction between the client advisor and client

Additiv Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell recommendations, consulting and invitations to events quickly and easily.

Advisor ensures an attractive, personalized and regular interaction between the client and consultant for a new consulting experience. The consultant can use Microsoft Outlook to send individual product recommendations, consulting or referrals to events directly to the client's smartphone or tablet. Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell recommendations, consulting and invitations to events quickly and easily.

Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell recommendations, consulting and invitations to events quickly and easily.

Advisor ensures an attractive, personalized and regular interaction between the client and consultant for a new consulting experience. The consultant can use Microsoft Outlook to send individual product recommendations, consulting or referrals to events directly to the client's smartphone or tablet. Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell recommendations, consulting and invitations to events quickly and easily.

Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell recommendations, consulting and invitations to events quickly and easily.

Advisor ensures an attractive, personalized and regular interaction between the client and consultant for a new consulting experience. The consultant can use Microsoft Outlook to send individual product recommendations, consulting or referrals to events directly to the client's smartphone or tablet. Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy and sell.

Headquarters Location

Zürich, Switzerland

Website

www.additiv.com

Main Telephone

+41 44 405 6070

Features

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Benefits

Benefits for the bank
Higher client satisfaction, measurable and auditable client interaction, secured communication channel, efficient advisors, more fees due to higher turnover, simple integration into IT infrastructure.

Benefits for the advisor
Efficient servicing of clients and more customer interactions, clear and more customer feedbacks, more personal recommendations, simpler collaboration with the client, sales initiatives lauch without efforts.

Benefits for the customer
Quick and easy feedback to be advisor, safe and discreet communication with the advisor, can give directions and feedback regardless of place and time; client is in control of the interaction; outstanding service by the advisor; client can contact the advisor any time.

Key Data

2014
Year launched
21-50
WEALTH MANAGEMENT CLIENTS
None
WEALTH MANAGEMENT USERS
Annually
Release Frequency
Type of Clients
  • Local Private Bank
  • Regional Private Bank
Client Regional Presence
  • Asia
  • Western Europe

additiv Advisor

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