Zurich, Switzerland

Adviscent

Business introduction

Smart content for your advisory business

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. In turn, they gain key insights into what their clients want.

The Interactive Advisor platform supports the client advisory process for wealth management and private banking businesses across all channels. It puts the client in the center of your activities by orchestrating and analysing research, sales and front activities.

With diverse academic backgrounds ranging from information technology, mathematics, business administration, political sciences and philosophy, economics, design, linguistics and psychology, our team of experts brings solid domain expertise on board in the banking, pharmaceutical, manufacturing and food industries.

Clients also benefit from diverse cultural backgrounds: our unusually multicultural team consists of people from India, Russia, Belarus, Germany, Czech Republic, Netherlands and Switzerland.

Physical Address

Binzstrasse 23, 8045 Zurich, Switzerland

Website Address

www.adviscent.com

Email Address

company@adviscent.com

Telephone Number

+41 43 344 9189

Ownership Type

Private

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

Client Engagement & Management, Digital Platforms & Tools

18/09/2017

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......

Business Overview

Adviscent is a FinTech startup specialized in innovative information management solutions for advisory processes. It developed Interactive Advisor, a content and personalization hub that integrates wealth management research processes into one platform.

Interactive Advisor's intelligent recommendation engine helps financial advisors deliver content that fully matches client profiles and preferences at any point within the client journey. In turn, they gain key insights into what their clients want.

Adviscent partners with chief investment officers and research departments that create and distribute research and investment advice to clients, prospects and client advisors. As an acknowledged advisory enabler, it helped transform the advisory business of reputable banks and large financial institutions.

Customers

A selection of clients Adviscent work with is shown below:

Key Data

Year founded
2010
employees
21-50
wealth management employees
21-50
clients
6-10
offices
2
Office Regional Presence
  • Eastern Europe
  • Western Europe
Type of Clients
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
Client Regional Presence
  • Western Europe
Adviscent client presence
  • Switzerland

Adviscent Solutions

Interactive Advisor

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......

business needs
Client type
client geography presence
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