Advisory Portal - Datahouse

Advisory
Portal

Your client relationship managers lose valuable time searching for scattered information on financial instruments and compliance requirements - time that would be better invested in advising clients. With the Advisory Portal, your advisors can find the documents they need in seconds and create ready-to-send recommendation dossiers. This allows you to strengthen your client relationships through competent advice and reduce your internal costs at the same time.

Your challenges

Time and workload

Consistency and compliance

Expectations of personalization and professionalism

Our solutions

Efficient product search and management

Up-to-date and complete data integration

Professional and personalized recommendations

Your benefits

Increased customer loyalty: Benefit from expert advice and the ability to identify key customer needs through targeted tracking.

Efficient and cost-saving: Simplify adherence to compliance and quality standards and reduce your internal costs through more efficient advisors.

Professional external presentation: Impress your customers with consistent and well-designed information brochures.

Schedule a free expert consultation

Lukas Urech

Head Business Development

With over 18 years of experience in business development and market management, I assist clients in increasing their efficiency and competitiveness through data-driven software solutions.

lukas.urech(at)datahouse.ch

Contact us now

"*" indicates required fields