Interactive Advisor

Solution introduction

Interactive Advisor is a research content management system that allows creating, managing and distributing investment advice to clients, prospects, the public and client advisors from a single platform

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

company@adviscent.com

Features

The strategy manager offers the following features and functions.

  • Definition of initiatives
  • Setting of business goals, marketing objectives based on master data for strategic alignment
  • Integration of KPI frameworks
  • Creation of user journeys across all available channels
  • Content management capabilities for the various channels in scope
  • Impact analysis
  • Interfaces to CRM and ERP system

The presentation manager offers the following features and function:

  • Setting up and editing of meeting agendas
  • Selection of pre-defined meeting agendas
  • Integration of a wide range of data formats (from HTML to standard PDF)
  • Offline capability
  • Interface to client interaction app for interaction between CA and Client

The client interaction app offers the following features and functions:

  • Direct marketing features
  • Interaction capabilities with the CA and the bank
  • Interactive content capabilities
  • Various content consumption features such as enhanced PDF reading, search and filtering capabilities

Benefits

The strategy manager 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 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.

Key Data

2014
Year launched
6-10
WEALTH MANAGEMENT CLIENTS
None
WEALTH MANAGEMENT USERS
None
Release Frequency
Type of Clients
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
Client Regional Presence
  • Western Europe

Interactive Advisor

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