Wealth Managers
A key driver for wealth managers and private banks is to be more proactive in monitoring client's portfolios and to react to any need or opportunity that might be detected. The Finantix Wealth Management solution offers this monitoring ability along with the tools to address issues and put appropriate measures in place.
For institutions that want to increase both client-centricity and productivity the Wealth Apps for iPad give the ability to engage with clients in an elegant and collaborative way. Tablets can be used to effectively share information and investment decisions with clients in private banking suites, offices, restaurants and airports.
Relevant information can be made available to the client's own tablets or smartphones, or in a rich and interactive client portal with the Self-Service Portal.
The Finantix CRM solution has special features optimised for the wealth management segment.
