Celent (“Comparing European Branch Automation
Solutions” report – May 2004)
Finantix results as the best-positioned solution
vendor in providing full functional and channel
coverage and open standard architecture for
innovating branches at banks.
"Finantix differs from other branch
solution providers because of its ability to offer a
highly modular solution that encompasses a full
range of capabilities for managing a client’s
account, not only with common teller functions but
also with more sophisticated banking transactions
and business processes."
(Read
more)
Gartner
Research (“Retail Branch Automation Technology:
Perspective” – October 2003)
Gartner Research ranked
Finantix amongst the most significant technology
leaders for retail banking automation at a global
level.
"Finantix is a leading player in the space
of component-based branch platforms. Their software
offers a state-of-art J2EE implementation of most
front-end and middle-office functionalities"
(Read
more)
Forrester
(“Grading European Advisors' Planning Tools” report
– August 2003)
Forrester ranked Finantix as the Leading vendor of Advisors
Planning Tools for affluent and high-net-worth clients.
Finantix tools offer full customization, easy integration
with customer databases, and broad financial scope
(Read
more)
Forrester (“Right-Channeling Advice” brief – November 2002)
OneWealth is recognized as an important tool for a ‘right-channeling’ approach.
"Finance firms should equip agents with planning tools like Finantix' OneWealth to match users' investment portfolio and
goals to the best
products."
(Read
more)
Celent (“Ranking of Wealth Management Solutions” report –
October 2002)
Finantix was selected as the only significant European vendor in the ‘Advisor platform’ category (as opposed to ‘Point solutions’)
"Finantix offers a range of components within the wealth management space encompassing both front-and back-office processes. In addition to providing front-office advisor workstation capabilities, Finantix also includes a variety of decision support systems, transaction systems, and CRM
tools." (Read
more)
Global
strategy consulting firm ("Client Recommendation Document" – September 2002)
OneWealth was selected against other several other international vendors for a large private bank in Asia and
recognized as one of the most comprehensive and best engineered solution available on the
market.
"Finantix differs from other solution providers in this space for its ability to offer a highly modular solution that encompasses a full range of capabilities for managing a client's wealth."
Finantix (previously known
as INFOservice) is rated as one of the only two
truly holistic platforms for financial planning
available in Europe.
"Early focus on
financial planning from a holist perspective".
(Read
more)
Analyst
remarks