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additiv and Adviscent provide content solutions for wealth management

Written by addimin,
Published on August 24, 2021

Zurich, 24 August 2021: additiv, a leading SaaS and embedded wealth provider to the financial and non-financial industry, has joined forces with Adviscent to provide clients with a context driven, user-led content hub.

The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions. Through Adviscent’s Interactive Advisor Hub, additiv customers and their clients can now seamlessly access personalized, context-driven content throughout their advisory user-journey at their time of need.

By offering guided stories and personalized investment content through Adviscent, additiv’s front-end solutions will provide holistic content-driven advice across a wealth management client’s lifetime. Adviscent complements additiv’s range of DFS® services and experiences, not only by reducing user-attrition rates, but by enabling advisers to ‘gain share of wallet’: benefiting from increased cross selling opportunities, through access to qualified information about leads and prospects.

 

Michael Stemmle, CEO and founder of additiv, said:

“In this increasingly complex investment environment, ensuring full awareness of the market has never been more important. This partnership allows us to ensure that our users and their clients are supported at all times, while offering a truly engaging investment journey. Through our orchestration engine, DFS®, the collaborative solution empowers investors to make educated investment decisions and offers them personalized investment advice based on criteria such as risk/return profiles and individual needs/preferences.”

Thomas Bosshard, CEO of Adviscent, said:

“Our intelligent content hub is a natural fit alongside additiv’s already established range of services.  Through our partnership, it is possible to automate a as much as possible for as many client segments as possible and, at the same time, increasing the level of interaction by integrating personalized and task-related content to support prospecting, cross-selling and retention.

 

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About additiv

Established in 1998, additiv partners with leading companies across the world to help them capitalize on the possibilities of digital wealth and investment management.

additiv’s DFS® omnichannel orchestration platform is a system of intelligence for wealth management. It supports wealth managers looking for best-in-class Software-as-a-Service (SaaS) to deliver better engagement at greater scale. It enables financial institutions to access new distribution channels through a Banking-as-a-Service (BaaS) model. And it allows banking and non-banking providers to embed wealth services into their proposition.

Headquartered in Switzerland, with regional offices in Singapore, UAE, Germany and Kenya, additiv is supported by a global ecosystem of partners.

 

About Adviscent

Adviscent partners with chief investment officers and research departments that create and distribute research and investment advice to clients, prospects and client advisors

Adviscent’s Interactive Advisor, a savvy content hub for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the respective customer profiles.

The company is owned by the two partners Thomas Bosshard and Stephan Jöhri. It is headquartered in Zurich.

 

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