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Finantix contributes to the sales success and
profitability of financial institutions.
We provide front-end and middle-office software
solutions which banks, wealth managers and insurers
can use to attract new customers and maximise the
potential of existing ones.
Our solutions encourage excellent customer service
and support appropriate advice across all available
delivery channels.
They boost cross and up selling by helping to
understand customer needs and to execute on-sales
opportunities at every touch point through a
personalised, advice-led process.
Functionally, we cover the areas of investments,
insurance, lending and banking services.
In each area, we support sales, advice and
transactions optimised for both individual and
business customers. Predefined processes cater to
the retail, mass affluent, high net worth and
business segments.
A business process configurator allows for easy
adaptation of the solution. Therefore we can help to
streamline existing business processes or quickly
support new initiatives in the retail, mass-affluent,
high net worth and business segments.
All functions and processes are designed for
multichannel delivery and are controlled by a set of
empowering tools that allows financial institution
to analyze client behaviours, monitor events, design
rule base processes and deliver personalized content.
Branch employees, relationship managers, agents,
advisors and customers can access the application
via browsers, mobile devices and tablets.
Native iPad apps not only offer a compelling user
experience, but also enable radically new styles of
customer interactions, sales and advisory approaches.
Our solutions are component-based and built on top
of a flexible and enterprise-grade SOA architecture.
If our standard solutions do not fit a client's
business case, it is easy to quickly re-assemble an
individual solution and configure it with process
design tools so that it closely matches the desired
scope and business model. Solutions can either be
deployed or accessed as SaaS.
Our implementation approach allows organisations to
maximise strategic and financial advantages from
technical features such as 'service-orientation' and
'business process management'. The adoption of open
standard and industry best practices makes such
implementation highly scalable and fully compatible
with existing ecosystems. Finantix Components and
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.
Finantix is recognised by reputable market analysts for both business
and technical innovation in the industry.
Finantix has offices across America, Asia and Europe, counting more than 50
clients in over 18 countries.
For more information please email:
sales@finantix.com
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