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.
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......