Company
Category
Client Communication Management
Released
01 April 2019
Type:
Open API

Interactive Advisor

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About the partnership

Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.

Key features

  • Content personalization engine
  • Content integration hub
  • Dedicated content authoring and management capabilities for investment and sales teams