Multichannel solutions
Multichannel solutions for: Wealth Management, Sales, Branch and Self-service Front-End, Lending and CRM
Finantix offers six standard front-end solutions that support sales and advisory processes across different channels.
The solutions have been pre-packaged starting from a large collection of business components: this approach and granularity, along with a process engine that allows for easy choreography of the components and workflows, allows for easy configuration and customisation.
- Wealth Management: investment advice and integrated financial planning for the high net worth and mass affluent segments
- Sales: integrated client view, client fact find and regulated KYC, simplified financial planning and advice-driven sales processes for the emerging mass affluent and retail segments
- Branch Front-End: teller and banking transactions, client enrolment, product origination, customer service and sales support integrated in a branch automation desktop
- Self-Service Front-End: multi-channel financial portal that includes online product catalogue, internet banking, smartphone banking and financial advice based on graphical calculators and interactive dialogues.
- Lending: sales, origination and decision support for mortgages, consumer and business loans
- CRM: integrated single client view, cross channel sales and marketing initiative management, customer management and client interactions, cross-selling, opportunity pipeline and for sales activities and dialogues
The relationship between the business solutions and some of the underlying components is shown in the diagram.
