London, 3rd November 2008 - Finantix, a global provider of component-based, front-office solutions, today announced that Banca Fideuram, a market leader in the
Italian private banking industry, is live with a new advisor platform based on Finantix’s components. With Finantix’s technology, Fideuram benefits from an innovative
financial planning platform which provides advisors with an integrated view of customers’ portfolios and financial needs. This enables them to provide truly customised
advice and to comply with MiFID’s requirements.
Banca Fideuram is part of Gruppo Intesa Sanpaolo, services around 650,000 customers, has over €65 billion of assets under management and specialises in managing financial
products, exclusively distributed by its network of over 4,300 financial advisors.
Alessandro Tonchia, strategy director, Finantix comments: “To compete effectively in the private banking and affluent sectors, banks must construct financial
plans based on advice rather than products. Not only this enhances the customer relationship, but it has now become mandatory in order to comply with MiFID’s best
executions requirements. With our pedigree in the wealth management sector, we have helped Banca Fideuram to gain customer insight, optimise service levels and engage
in meaningful dialogue with its customers.”
Finantix’s technology includes functionality for branch innovation, advice-led selling, CRM, lending and wealth management. This offering gives financial institutions
new levels of visibility into customer behaviour and habits. As a result, they can optimise service levels and create a meaningful dialogue with customers.
Its extensive component library can slot into legacy systems, unlocking potential sales opportunities at every touch point via a personalised advisory process.
Financial institutions are able to configure the components to match different retail strategies and types of customers, quickly supporting new sales and customer
service channels.
Finantix component-based front-office retail solutions serve over 50 banks in 19 countries worldwide. With over 100 developers, Finantix invests some 30% of
revenues in R&D.
About Banca Fideuram
Banca Fideuram, part of Gruppo Intesa Sanpaolo, is one of the leading private banking providers in Italy with more than €65 billion assets under management.
A number of Italian and international financial institutions is part of Banca Fideuram, these specialise in financial products management which are exclusively
distributed by a network of advisors. In addition to these products, traditional banking and trading services are also available both offline and online.
Banca Fideuram has recently expanded the range of products offered to clients making available some of the most important international investment houses’
financial products. Along with these, Banca Fideuram offers pension and insurance products. These services are delivered to 650,000 clients by 4,300 advisors
part of the Banca Fideuram and Sanpaolo Invest networks.
For further information please contact:
Finantix
E-mail:
sales@finantix.com |
