Solution introduction

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 financial institions

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 you could share with your clients in order to foster dialogue and therefore delivering a high touch experience?

At Adviscent, we developed a savvy content hub called Interactive Advisor for content creation. As Client Advisors remain key to private banking business models, Interactive Advisor increases their reach and impact by providing them with the right content at the right time in the right format.

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