BrokerCreditService launches financial planning and investment advice based on the Finantix solution
July 5, 2012
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."