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Amplify the reach and impact of your client advisors with Interactive Advisor
Prospecting, pricing, share of wallet and retention – Address wealth management value drivers with smart content solutions
Being more precise and personal in the outreach communication for prospecting, having the right talking points to prevent churn or to suggest next best actions in order to increase share of wallet is key for a successful interaction and communication with wealth management and private banking clients.
The challenge in a digital age is to scale a personalized client advisory experience to deliver the high touch experience private banking clients expect.
Interactive Advisor is a savvy content hub for research analysts, investment writers, sales managers and other content owners to create, manage and distribute investment content. With Interactive Advisor you can leverage and orchestrate content from the investment office, from research and offering departments across the client relationship lifecycle. Smart content solutions amplify the reach and impact of client advisors ensuring personalization at scale.
Client Engagement & Management, Client Marketing & Prospecting, Investment 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.
Managing the Research and Offering content creation process
Overviewing the research and offering content publishing process
Orchestrating the distribution of research and offering content
A selection of clients Adviscent work with is shown below:
Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......