Solution Information from additiv

additiv Advisor Factsheet

additiv Advisor is an extension to Microsoft Office

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Introducing the future of wealth management

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by additiv
| 20/07/2017 08:25:41

Client advisors in Private Banking service between of 200 to 300 clients on average. They expect personal support, individual advice and excellent service at any me. The challenge for advisors is to serve each client actvely, effectively and efficiently. 

The addiitiv Advisor solution provides a new experience for a simple, personalized and regular interaction between clients and their advisors. Product recommendations, advisory offerings and invitations to events can be sent via Microsoft Outlook directly to the client’s smartphone or tablet. 

Please click on the image below to see the fact sheet on additiv Advisor.