IPC Advisor APP

Innovasium designed an efficient portal for financial advisors to easily set up, customize and manage client meetings. Once the meeting is set up, the customers receive an email, linking them a meeting preparation experience that is professional, personalized and interactive. It informs the customer what they need to bring to the meeting, asks about their goals and even their choice of drink. This information enables the advisors to provide the best possible service to their clients during the meeting.