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.

Adviscent 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.

Interactive Advisor

With Interactive Advisor you can leverage and orchestrate content from the investment office, from research and offering departments across the client relationship lifecycle.

Business impact

Create high touch advice experiences

Improve the client and advisor experience around your flagship offerings.

Create investment campaigns

Improve the penetration / success of investment recommendations.

Create precise outreach communication

Improve perception of investment capabilities for client acquisitions.

Analyze the impact of your content

Maximize the impact of your investment teams.

more details

Leave us your details and we’ll provide you more details about how this integration works and the benefits it brings to the additiv DFS platform.


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