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