Interactive Advisor

Solution introduction

Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.

The strategy manager is a marketing and sales activity management tool that makes sure people receive the right information at the right time and in the right format. It is the place where you orchestrate the different activities across your channels. It allows to set business goals to define marketing objectives and to set-up user journeys while making use of experiences of past initiatives (e.g. reachability of target audience by channel etc.). The strategy manager also contains content management capabilities for the different channels you are managing over our platform.

The presentation manager is an app for the client advisor to be used during meetings with the client. It allows to deliver content from different sources in one seamless presentation and to use templates for more efficient meeting preparation and more time for the client. It enables joint problem solving with the client by using interactive and educational content.

Your client can use the client interaction app for in-between meetings or to receive information from the bank directly.

It enables clients to provide information about their needs before the meeting and review the meeting documents after the meeting. It is also a direct marketing channel for interaction with the client via client advisor or strategy team.

Headquarters Location

Zurich, Switzerland

Main Telephone

+41 43 344 9189

Main Email Address

Adviscent's pitch at the PIMFA FinTech conference in September 2017

Client Engagement & Management, Digital Platforms & Tools


Selected from a competitive process as one of 5 solution providers to pitch their solution to the audience at PIMFA's FinTech conference on September 6th 2017, Thomas Bosshard, Founder & CEO, presents......


1. Prepare and manage with IA Content Manager:

Dedicated content authoring and management capabilities for investment and sales teams. Predefined data structures and business friendly authoring features that give support to create the content for your investment and sales process. IA Content Manager’s digitalized content-gathering process frees client advisors and sales persons to do what they do best – help their clients make good investment decisions.

2. Orchestrate and Execute with IA Distribution Manager:

Delivering content that is relevant to the client can be a painstaking process. IA Distribution Manager integrates content from numerous sources into a single platform, thus creating an actual content hub that simplifies content distribution and enables content managers to cater to specific motives and interests, thus heightening the impact of your communication at each step of the advisory process.

3. Personalize with IA Recommendation Engine:

Providing clients with more content on more channels never achieves the desired results. Personalization does. Intelligent matching algorithms give client advisors more control over their outreach to clients and prospects. It helps them identify, track and pursue opportunities ultimately enabling them to close more deals and grow the bank’s market share.

4. Comply with IA Suitability Engine:

Communicating with clients automatically subjects client advisors to certain risks. Automatizing the informational part of the advisory process makes these risks more manageable, thus making content distribution more compliant with regulatory processes and requirements.

5. Analyze with IA Analytics:

Analyze, discover and act to gain a deeper understanding of your customer base and their needs. IA Analytics provides you with reports and dashboards plus ad-hoc analysis capabilities.


Investment and sales content across the client journey...


A selection of clients Adviscent work with is shown below:

Key Data

Year launched
Type of Clients
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
Client Regional Presence
  • Western Europe

Interactive Advisor

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