FinovateFall 2015 / Novabase

Presenter Profile:

How they describe themselves: At Novabase, we strive to make people’s lives simpler and happier through technology. With over 25 years of experience, we have developed a co-creative approach that maximizes the impact of our expertise alongside the expertise of our customers. We are showcasing Wizzio Powered by IBM Watson, the smart machine for financial advisors to drive sales and productivity, and launching MyWizzio, the client facing version of Wizzio to deliver a tailored mix of self-service and direct-to-advisor engagement. We look forward to meeting you, hearing about your work, and sharing more about our solution!

How they describe their product/innovation: Wizzio Powered by IBM Watson is a smart machine for financial advisors that provides a unique approach to drive sales and productivity. Built as an intelligent ecosystem of apps designed to leverage your existing tools and third parties, the solution adapts around each user’s context, using cognitive computing to achieve a higher level of performance when managing research, relationships, and sales. MyWizzio extends this tailored experience to the end clients, creating a more holistic landscape with the right mix of self-service and direct-to-advisor engagement.

Product distribution strategy: Direct to Business (B2B)


Press: Jay Wong, Senior Bus. Dev.
Sales: Pedro Gaspar, Head of Innovation

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