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.
Client Engagement & Management, Digital Platforms & Tools
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.
A selection of clients Adviscent work with is shown below:
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