Profile
We help banks, wealth managers and financial advisers sell more and better advise clients in the retail, mass affluent, high net worth and business segment.
Finantix is an established provider of client-centric solutions for financial advice, sales and service.
Standard functionality covers advice, origination and transactions for investment, insurance, lending and banking products.
Banks, wealth managers and financial advisers use Finantix's software to boost performance of client-facing employees.
Branch employees, relationship managers, agents, advisors and customers can access the application via browsers, mobile devices and tablets.
The Finantix apps built natively for tablets such as the iPad can be used to make client meetings and sales dialogues more engaging and collaborative.
All functions and processes are designed for multichannel delivery and are controlled by a set of tools that allows financial institutions to analyse client behaviours, monitor events, design rule-based processes and deliver personalised content.
Our solutions are component-based and built on top of a flexible and enterprise-grade SOA architecture.
Finantix has offices across America, Asia and Europe, counting more than 50 implementations in over 20 countries.
Our solutions are used by more than 10,000 advisors and 25,000 branch employees.
With more than 50% of our employees in product development, we invest heavily in R&D so that our clients can keep pace with technical developments that have business value.
Industry analysts and thought leaders give very high ratings to both our solutions and our technology.
We take pride in partnering with leading consultancies and IT vendors to offer incisive and integrated solutions.
