Finantix is an established provider of client-centric solutions for financial advice, sales and service.

The solutions help banks, insurers and wealth managers attract new customers and maximise the potential of existing ones.
Standard functionality covers advice, origination and transactions for investment, insurance, lending and banking products.

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 to individual strategies, channel approaches and compliance protocols.

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.