{"id":6181,"date":"2024-11-14T09:20:45","date_gmt":"2024-11-14T08:20:45","guid":{"rendered":"https:\/\/www.datahouse.ch\/?page_id=6181"},"modified":"2026-04-27T14:40:41","modified_gmt":"2026-04-27T12:40:41","slug":"advisory-portal","status":"publish","type":"page","link":"https:\/\/www.datahouse.ch\/en\/advisory-portal\/","title":{"rendered":"FSI Solution: Advisory Portal – breite Version – EN"},"content":{"rendered":"\n
\n
\n
\n
\n

Advisory<\/strong>
Portal<\/strong><\/p>\n<\/div>

\"\"<\/figure><\/div>\n\n\n\n
<\/div>\n\n\n\n
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.<\/em><\/pre>\n\n\n\n
<\/div>\n\n\n\n
\n
\n            
\n        \n\n
Your challenges<\/h3>\n\n\n\n
Time and workload<\/p>\n\n\n\n
Consistency and compliance<\/p>\n\n\n\n
Expectations of personalization and professionalism<\/p>\n\n\n    <\/div>\n<\/div>\n<\/div>\n\n\n\n
\n            
\n        \n\n
Our solutions<\/h3>\n\n\n\n
Efficient product search and management<\/p>\n\n\n\n
Up-to-date and complete data integration<\/p>\n\n\n\n
Professional and personalized recommendations<\/p>\n\n\n    <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\n
\n            
\n        \n\n
Your benefits<\/h3>\n\n\n\n
Increased customer loyalty<\/strong>: Benefit from expert advice and the ability to identify key customer needs through targeted tracking.<\/p>\n\n\n\n
Efficient and cost-saving<\/strong>: Simplify adherence to compliance and quality standards and reduce your internal costs through more efficient advisors.<\/p>\n\n\n\n
Professional external presentation<\/strong>: Impress your customers with consistent and well-designed information brochures.<\/p>\n\n\n    <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
Schedule a free expert consultation<\/strong><\/strong><\/p>\n\n\n\n
\"\"<\/figure>
\n
Thomas Maier<\/strong><\/p>\n\n\n\n
Director Solutions Engineering<\/p>\n\n\n\n
With over a decade of experience in data preparation and modeling, I support our clients in gaining valuable insights and predictions from complex data.<\/p>\n\n\n\n
thomas.maier(at)datahouse.ch<\/a><\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n<\/div>\n<\/div>\n\n\n\n
<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
AdvisoryPortal 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 … Continued<\/a><\/p>\n","protected":false},"author":25,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-6181","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/pages\/6181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/comments?post=6181"}],"version-history":[{"count":6,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/pages\/6181\/revisions"}],"predecessor-version":[{"id":9860,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/pages\/6181\/revisions\/9860"}],"wp:attachment":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/media?parent=6181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}