Interactive Advisor – Adviscent
Interactive Advisor – Drive revenues with the right content at the right time in the right format.
Personalize the content and advice experience delivered across channels with Interactive Advisor
Given the exponential growth of available financial market information, investors are overwhelmed and struggling to find relevant content and ideas for their investment decisions. Professional investment advisors are equally tested by well-informed customers and the increased demand for personalized investment advice.
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor to provide user-led content solutions for wealth management clients.
Overview
Content Creation
Create investment research and offering content based on predefined data structures for equity reports, structured products, asset classes, countries and regions Base content creation on industry standards like open fund standard Benefit from built-in market data feeds to automate creation process.
Content Management
Coordinate different functions from the investment office, research and offering department Manage translations and local versions Preview content in all form factors – HTML – Web – Mobile and PDF.
Distribution of research & content
Use your content in specific business context for prospecting, retention, pricing and share of wallet use cases Benefit from Adviscent’s API library to integrate the content on your preferred channel and format.