All news

2013 DATAMONITOR: Finantix takes mobile banking to the next level

Ana Perisic — 2013-02-25T18:50:00Z

Februrary 22, 2013

by Daoud Fakhri

"Banking Assistant" from Finantix is an advanced mobile banking application that makes it far easier for consumers to conduct financial activities, as well as recommending relevant financial products. By helping banks to enhance their customers' lifestyles, Banking Assistant will boost customer engagement and brand warmth, both of which have been a weak point for most banks.

VoiceTrust and Finantix partner to provide voice-driven, secure mobile solutions

Ana Perisic — 2013-02-08T18:45:00Z

Finantix enhances the security of its multichannel digital banking platform with voice biometrics provided by VoiceTrust. Finantix Banking Assistant, to be launched at FinovateEurope on February 11th, will be the first solution to benefit from this partnership. The Assistant mobile app is "a smart banker in your pocket": it recognises commands and questions in natural language - written or spoken - and provides advanced banking services. VoiceTrust's voice biometrics deliver secure and user-friendly authentication that eliminates the need for passwords or codes.

“Simplicity is the key virtue of the digital experiences that banks want to provide to customers. Voice is very easy to use and extremely secure. It can be used to both control the app and to 'sign' logins and transactions.” says Alessandro Tonchia, founder and director of Finantix. "Finantix has clients in four contienents and our solutions are available in many languages. VoiceTrust's biometrics can support us in providing global coverage."

“Voice biometrics is a natural add-on for mobile apps. Mobile devices are all equipped with microphones and applications can combine strong security with great user experience. Depending on the use case, our authentication software can run on the device or on a connected server” says Amir Yazdanpanah, COO of VoiceTrust.

Banking Assistant is part of Finantix Sharp, a multichannel platform for digital banking that introduces a new and exciting approach to customer interactions. In the near future, an Assistant SDK will be made available: it will allow include "Assistant" capabilities in existing online and mobile banking systems.

About VoiceTrust

VoiceTrust is a global provider of digital payment and voice biometric solutions and technologies. VoiceTrust’s mission is to provide the most flexible, scalable and easy to deploy Voice Biometrics based solutions for secure and convenient user authentication and identification. VoiceTrust enterprise solutions such as Automated Password Reset, VoiceLogin, inTalk and, Proof-of-Life™ are easily integrated with enterprise grade IVR systems. VoiceTrust also provides voice biometric technologies that are used in Mobile, E-Commerce, SaaS and, Digital Payment applications. VoiceTrust is part of a group of companies owned by Ramphastos Investments NV, a diversified €billion+ holding company.

Standard Chartered Bank takes investment advice across Asia and the Middle East with the Finantix solution

Ana Perisic — 2013-01-24T18:45:00Z

While the solution has been in production since 2011, a recent rollout extended coverage to more than 30 countries, encompassing the bank's key markets in Asia and the Middle East. The solution allows relationship managers to provide high-quality and regulation-compliant advice. Clients can access the tools in a self-service mode via a Web browser.

Functionality provided covers prospect and client profiling, product suitability analysis and illustration, single client view, financial planning and investment advice, proposal generation and client reporting. The underlying global product catalogue serves as a common source of product knowledge and rules for all countries. The solution is run from a single central hub but supports local languages and currencies, country-specific regulations and business practices, and integrates with the locally relevant back-end systems. It gives the bank a common platform that effectively harmonises sales and advisory processes and generates synergies and economies of scale.

Alessandro Tonchia, founder and director of Finantix, comments, "The Finantix process-oriented and component-based approach offers outstanding flexibility. It can help banks coordinate common and reusable elements with local process and functional adjustments. Our software is perfectly designed to support multi-country, multi-segment and multi-channels strategies. We are delighted that Standard Chartered Bank can reap the benefits of our architecture on each of those dimensions."

___

Standard Chartered – leading the way in Asia, Africa and the Middle East

Standard Chartered is a leading international banking group. It has operated for over 150 years in some of the world's most dynamic markets and earns more than 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank’s growth in recent years. Standard Chartered PLC is listed on the London and Hong Kong stock exchanges as well as the Bombay and National Stock Exchanges in India.

With 1,700 offices in 70 markets, the Group offers exciting and challenging international career opportunities for around 87,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. Standard Chartered’s heritage and values are expressed in its brand promise, ‘Here for good’.

Finantix demonstrates new digital banking platform and wins 'Best of Show' at FinovateAsia

Ana Perisic — 2012-11-06T22:40:00Z

Singapore, November 6th 2012

At FinovateAsia, Finantix launched Sharp, a rich digital banking platform that connects customers and bank employees across branch systems, internet banking, tablets and smart phones. Finantix Sharp was voted 'Best of Show': you can watch the video of the winning demo here.

Finovate is a demonstration only based conference that showcases the best innovations in banking and financial technology. At FinovateAsia, held in Singapore on November 6th, 35 companies demonstrated their innovative technologies.

Alessandro Tonchia, founder and director of Finantix, welcomed the award: "It is the second time we have participated and won at Finovate. We are proud to be recognised for our consistent ability to innovate and help our clients adopt new and profitable business models in the digital world. Sharp is the result of significant investment and outstanding work by our product teams. We have introduced capabilities for digital signatures, Apple Passbook integration, natural language UI, smartcard reading for iPads, QR code-based workflows and seamless banker-customer collaboration. All these items are packaged in a business-driven platform that allows banks to design and deliver customer journeys across multiple channels." Alessandro added: "This success in Asia underscores our commitment to the region, where we have very significant clients and large implementations of our solution. Asian financial institutions have a huge appetite for technological innovation with a strong business focus."

About FinovateAsia 2012

FinovateAsia is a demonstration only based conference for innovative start ups and established companies in the fields of banking and financial technology. The event offers an insight-packed glimpse of the future of money via a fast-paced, intimate and unique format. FinovateAsia is organized by The Finovate Group. For more information on the event or to view videos of previous demonstrations, please visit www.finovate.com/asia2012.

test

Finantix selected to present a new digital banking platform at FinovateAsia

Ana Perisic — 2012-10-22T13:40:00Z

Singapore, 22 October 2012

Finovate is a demo-based conference for innovative companies in the banking and financial technology verticals. At FinovateAsia, to be held in Singapore on November 6th, Finantix will launch "Sharp", a multichannel platform for digital banking that introduces a new and exciting approach to customer interactions.

Alessandro Tonchia, founder and director of Finantix, welcomes the opportunity to present: "We are delighted to be invited at the Singapore event. Asia is one of our key markets. Banks in the region have a big appetite for innovation in sales and customer service. They have great interest in full multichannel solutions like ours. The Finantix platform allows financial institutions to improve sales effectiveness and customer experience, while relying on a proven and and easy-to-integrate architecture that is used by leading financial institutions both in Asia and worldwide."

About FinovateAsia

FinovateAsia is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. The event offers an insight-packed glimpse of the future of money via a fast-paced, intimate and unique format. FinovateAsia is organized by The Finovate Group. For more information on the event or to view videos of previous demos, please visit http://www.finovate.com/asia2012/

BrokerCreditService launches financial planning and investment advice based on the Finantix solution

Ana Perisic — 2012-07-05T10:35:00Z

July 5, 2012
Moscow, Russia

BCS Financial Group (BrokerCreditService, BCS) went live with the Finantix Multichannel solution for Wealth Management. BCS recently launched Ultima and Premier, two initiatives that address the financial needs of the private and affluent/mass affluent segments respectively. Finantix is the financial planning and advice engine used across all segments. It allows advisors to analyse the financial situation of customers, determine their needs and propose strategies and investment solutions that perfectly match goals, time horizons and risk profiles.

Stanislav Novikov, Managing Director, Head of Private Bank of BCS (Ultima) states: "With our Ultima and Premier brands we are the first Russian financial institution to provide professional financial planning all the way from the private to the mass affluent segment. Finantix, as the backbone of the sales and advice processes, is a key pillar of our offering. It allows us to effectively share functionality across our different segments, while appropriately differentiating the level of service."

For Alessandro Tonchia, founder and director of Finantix, Russia has a growing appetite for solid financial advice and a multichannel customer experience. "Finantix has a solution that can address both of those needs: we see great potential here and we are proud to be working with an innovator such as BCS."

About BCS Financial Group

Established in 1995, at the dawn of the stock market age in Russia, BrokerCreditService (BCS) has always been focused on providing its clients with high quality financial services. Advocating smart growth policies and using innovative technologies, the team of talented professionals made BCS a number-one investment and brokerage house in Russia. More information about BCS can be found at http://bcs.ru/eng/

БрокерКредитСервис запустил систему финансового планирования и инвестиционного советника на базе решения Finantix

Ana Perisic — 2012-07-05T10:35:00Z

5 июля, 2012
Москва, Россия

Финансовая группа БКС (БрокерКредитСервис, БКС) запустила многоканальное решение Finantix для бизнеса управления благосостоянием (активами). Недавно БКС предложил рынку 2 проекта: «Ультима» и «Премьер». Обе инициативы отвечают финансовым потребностям сегментов состоятельного и обеспеченного массового клиента. Finantix является «движком» для финансового планирования и консультирования для разных сегментов потребителей финансовых услуг. Он позволяет финансовым советникам анализировать благосостояние клиентов, определять их потребности, предлагает стратегии и инвестиционные решения, которые в точности совпадают с целями, горизонтами планирования и профилями риска.

Комментарий Станислава Новикова, Управляющего директора, главы подразделения частного банковского обслуживания (private bank) «Ультима»: «Благодаря нашим брендам «Ультима» и «Премьер», мы стали первой российской финансовой организацией, которая предложила профессиональное финансовое планирование широкому кругу клиентов: от массового до уровня самых состоятельных клиентов. Finantix, будучи основой для процессов продажи и консультирования, является ключевой опорой для нашего предложения. Решение позволяет нам эффективно распределять функции среди различных сегментов, правильно разделяя уровень сервиса для каждого из них».

Со слов Алессандро Тончия, основателя и директора Finantix, в России растут аппетиты в серьёзном финансовом консультировании и в приобретении опыта взаимодействия с клиентами через различные каналы, в том числе, через интернет и мобильные устройства. «Finantix имеет решения, которые отвечают этим потребностям, мы видим большой потенциал на российском рынке и мы гордимся, что работаем с такой инновационной компанией как БКС».

О Финансовой Группе БКС

Основанная в 1995 году, на рассвете рынка ценных бумаг в России, БрокерКредитСервис (БКС) всегда был сфокусирован на предоставлении своим клиентам высококачественных финансовых услуг. Являясь приверженцем политики разумного роста и инновационных технологий, команда профессионалов сделала БКС первым инвестиционном и брокерским домом в России.

О Finantix
Finantix предлагает банкам, страховым компаниям и управляющим активами программное обеспечение, которое помогает продавать больше и лучше консультировать клиентов. Многоканальное решение компании обслуживает процессы фронт-офиса и взаимодействия с клиентами. Приложение Finantix для планшетов может применяться на встречах с клиентами, чтобы увлечь их и совместно с ними найти подходящее решение. Компания Finantix имеет офисы в Америке, Азии и Европе, а также клиентов в 25 странах мира. Больше информации на сайте www.finantix.com или у Ana Perisic по адресу ana.perisic@finantix.com.

2012 Independent Banker: The Tablet Revolution Part II

Ana Perisic — 2012-05-29T17:55:00Z

May 29, 2012

By Ken Norkin

'Andera’s oFlows and Finantix, from the Italian company Finantix S.p.A. (with a U.S. office in Miami, Fla.), are two award-winning iPad apps designed to make face-to-face customer conversations more engaging, collaborative and successful—wherever they take place. Finantix lets bankers pre-select the product information, financial calculators and other materials they want to review with a customer during a meeting, then access them instantly to answer questions, provide customized service and close more business.'

Read more

2012 FORRESTER: Trends 2012 - European retail banking ebusiness and channel strategy

Ana Perisic — 2012-04-25T17:50:00Z

April 25, 2012

by Benjamin Ensor, Auke Douwe Veenstra

with Julie A. Ask, Thomas Husson, Sabine Poltermann, Myriam Da Costa

The report explores what does the state of the economy, new regulations, competition, and changing customer behavior mean for the priorities of eBusiness and channel strategy executives at European retail banks in 2012. Five related themes will dominate the agenda of retail banking eBusiness and channel strategy executives in 2012: developing a new generation of digital banking, thinking mobile first, using digital channels to deepen customer relationships and drive sales, right-channeling customer interactions to reduce costs, and integrating multiple channels for greater operational effectiveness.

2012 Space01: The iPad Revolution - Implications for Financial Services and IFA communications

Ana Perisic — 2012-03-15T11:45:00Z

Mentioned in the report:

Finantix Wealth Apps
''Finantix Wealth AppsTools for financial planning, portfolio analysis, order management,alerting and client reporting. The apps support sales conversationswith prospects, allowing advisers to present services and products,discover and discuss client needs, and simulate different hypothesesand solutions. They also provide tools to monitor and review thefinancial situation of existing clients and collaboratively agreeappropriate action to take.''

2012 CELENT: The European Wealth Management Market: Strategies and Technology in 2012

Ana Perisic — 2012-03-07T19:05:00Z

March 7, 2012

This report begins with a brief introduction to the drivers of wealth management projects and the evolution of client segmentation, client management, distribution channels, and technology among wealth managers. This is followed by a detailed market overview as well as a look at technology trends, market segmentation, and investor product selection changes. We also take a deeper look at technology demands among wealth managers and product enhancements made by vendors. Finally the report provides an overview of the emerging technology demands for mobility and social media among wealth managers and end investors.

Also included in the study is a vendor preview section, which highlights several solution providers in the wealth management market and outlines each solution’s offering in the wealth management market, including Finantix.

2012 FORRESTER: European insurance ebusiness and channel strategy

Ana Perisic — 2012-03-05T18:50:00Z

April 11, 2012

by Auke Douwe Veenstra

with Benjamin Ensor, Ellen Carney, Myriam Da Costa

Despite the fact that we are in the midst of a European crisis that could influence the insurance business dramatically, eBusiness and channel strategy executives in this region should be sensitive to the other industry and consumer trends that are out there. This report shows the impact of these trends on the insurance business. For example, the rapid adoption of new technologies, like smartphones and tablets, is changing customer behavior and forcing insurance companies to transform their distribution channels into multi-touchpoint customer experiences supported by agile commerce platforms. eBusiness and channel strategy executives are running out of time and should make the digital agenda a priority for their companies in 2012.

2012 OVUM: Tablet Adoption in Corporate Banking and Wealth Management

Ana Perisic — 2012-01-27T18:50:00Z

January 27, 2012

by Rik Turner

''...Finantix launched its Tablet Apps in 2010 and offers two sets, one for wealth management, where typically the adviser is visiting customers and meeting them offsite, and the other for branch-based services including meeting and greeting (reception desk), sales, and in-branch advisory... While they were developed as an extension of the core Finantix platform to mobile devices, the company’s underlying architectural principles mean that the App Engine and portfolio of apps can run as the mobile front end to competing wealth management platforms such as Odyssey.''

Tabletometer

Alessandro Tonchia — 2011-08-23T14:40:00Z

The Tabletometer project

Tabletometer is a curated list of tablet applications currently in use by financial institutions around the world.
This online tool allows to track the adoption pattern for tablet apps in financial services.
You can access the list of applications by clicking here or pointing your browser to www.finantix.com/tabletometer.

The Methodology

We strive to keep the Tabletometer list up-to-date using:
- Finantix's own research and market knowledge
- Our discussions with leading financial institutions at the 'Tablets in financial services' seminars we already held in more than 15 financial centres
- A semantic analysis tools developed and provided by Business Semantics, Inc.

Your Contribution

This is a very fast moving market and we cannot claim completeness of coverage. We have to rely on your help for suggestions and updates.
A button at the bottom of the Tabletometer page will allow you to sumbit a missing entry. We feel more comfortable if you allow us to link back to a public source.
Each submission describing a confirmed tablet app we have not yet reported will be rewarded with a small token of our gratitude.

2011 "Планшетные" приложения от Finantix: гарантия качественных финконсультаций

jshapchanskaya — 2011-08-02T22:00:00Z

Финансовые учреждения и профессионалы-консультанты из данной сферы должны качественно и старательно выполнять свою работу, ведь клиенты доверяют им свое благополучие и, можно сказать, будущее. Для обеспечения более продвинутого обслуживания сегодня, когда пользователям и провайдерам услуг доступны множественные технологии, есть возможность использовать онлайновые сервисы или специальные программы, интегрированные в веб-сайты этих самых провайдеров. Услуги такого плана для финансовых учреждений и персональных консультантов по сбережениям предлагает итальянская компания Finantix.

Полный текст