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Smart Advisor® Gen3

Watch to see how you can create personalized digital customer experiences.

Customer Success Network for the digital era. You’ve already got it.

Elevate the way you are communicating with Smart Advisor® Gen3. Create personalized customer experiences with IndiVideo. Generate leads, build loyalty, increase sales and drive engagement across the customer journey.

  • Deliver auditable compliance, regulatory and innovative marketing communications from your firm's advisors to the investors
  • Drive growth with every engagement and harvest the data to continually improve
  • Create customer-personalized [10 times higher watch-time] videos and track viewer behaviour for increased insight