New Innovation Allows Financial Institutions To Deliver Investment Account Information Via Voice Recognition Technology

Scivantage®, a technology provider of Digital Wealth Management and Cost Basis solutions, is pleased to announce it’s Wealthsqope Digital Assistant application won the 2018 Bank Insurance & Securities Association (BISA) award for Best Technology Innovation Solution. The award recognizes companies that are leaders in the advancement of the financial services industry’s products, services, and platforms through technology innovation.

The digital assistant app, one of the first to deliver access to investment account information, allows firms to quickly embrace the new technology around voice recognition. Wealthsqope clients can provide their end-clients access to their investment and market information by speaking commands to a voice recognition digital assistant device such as Amazon’s Echo Show.

“We are honored that BISA has recognized our innovation in the marketplace. Introducing voice recognition technology to financial services is a logical next step as consumers become more comfortable using this technology in other aspects of their everyday life,” said Joe Stensland, Chief Commercial Officer, Digital Wealth Solutions at Scivantage. “Our focus is to empower our financial institution clients with innovations that help them enhance client satisfaction, improve client retention and increase client acquisition. Voice-based interaction helps firms execute on their digital transformation strategies by delivering new digital servicing capabilities, providing the convenience the client is looking for and enhancing the relationship between the financial institution, the advisor and their clients,” added Stensland.

The 2018 Technology Innovation Award was presented to Scivantage during the BISA Annual Convention in Hollywood, FL on March 8.

About Scivantage
Scivantage® is a technology provider of Digital Wealth Management and Cost Basis solutions. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please visit or contact us at +1.646.452.0050