Zurich, Switzerland

Adviscent

Business introduction

Smart content for your advisory business

Smart content for your advisory business

Adviscent supports the digitalized client advisory process across all channels for wealth management and private banking businesses. It developed Interactive Advisor, an investment and sales content 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.

By intelligently analyzing and orchestrating research, sales and front activities, the Interactive Advisor platform helps financial advisors put the client in the center of their activities and deliver the right content to the right person at the right time.

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

TWM video: 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

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