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Finantix ranked as leader in European Advisor Planning Tools.
Forrester Report names Finantix as Leading European Advisors’ Planning Tools Vendor.
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London, England, 2nd September 2003
FINANTIX, the financial software vendor specialising in component-based, process-oriented and multi-channel solutions specific to Retail, Private and Corporate banking, is pleased to announce that Forrester Research has ranked Finantix as the Leading vendor of Advisors Planning Tools in its TechStrategy™ Report “Grading European Advisors’ Planning Tools” published August 2003.
Following a rigorous evaluation of European financial planning solutions, measured using 55 different criteria, Forrester named Finantix as the leading vendor in the strength of current offering and strategy in both the mass affluent and high net worth market segments. Finantix financial planning solutions deliver client-specific, sales-oriented advice that offers full customisation, seamless integration with client databases, and broad functional coverage uniquely including detailed tax calculations for several European countries.
In their report Forrester states that European financial firms serving high-net-worth and mass-affluent clients are striving to adopt financial planning tools offering a richer range of advanced functionality and smooth integration capability to deliver more meaningful advice and increase productivity. According to Forrester new generation financial planning tools help financial institution boost their advisors’ productivity by as much as 100%.
The Finantix financial planning solution is not new to Forrester rewards. In the last year’s TechStrategy™ report, ‘Right-channelling advice’ published in November 2002, Forrester recommended Finantix financial planning solutions as the most powerful tool to enable agents to offer the best product to the right client through the most suitable channel.
“Our focus and commitment to modular financial components tailor-made to retail and private banking has seen our clients benefit from truly holistic, process-oriented solutions delivering tangible advantages to the Advisors, their clients and the bank itself.” said Alessandro Tonchia, Vice President of Finantix for product strategies. “We are proud that Forrester has ranked Finantix’s Financial Components number one for both the high net and mass affluent market and we look forward to continue to deliver all the value of our technical and business expertise to the financial market”.
About Forrester
Forrester Research enables companies to understand the impact of technology on business. Forrester's WholeView™ Research, Strategic Services, and Events help clients understand how technology change affects their customers, strategy, and technology investment. In February 2003, Giga Information Group became a wholly owned subsidiary of Forrester Research, Inc. Giga, through its Giga Advisory®, Giga Consulting™, and Events, provides objective research, pragmatic advice, and personalized consulting to global IT professionals. Established in 1983, Forrester is headquartered in Cambridge, Mass.
For additional information, visit
www.forrester.com.
About Finantix
Finantix offers component-based software solutions that help financial institutions better service clients and increase sales. With more than 42 active clients all over the world and offices in Helsinki, London, Milan, Munich, Singapore and Venice, Finantix offers an unparalleled array of modular, process-oriented, client-centric, sales-driven financial components for retail and corporate financial services including: retail advice and financial planning; branch innovation; lending and mortgage origination; financial relationship management; wealth management and private banking; bancassurance; mutual funds and unit trusts supermarkets; brokerage and internet banking; SME and corporate banking advisory services. All functionality is available over multiple channels adopting cutting-edge J2EE standards and a Model Driven Architecture.
FINANTIX Components are designed with a coherent and consistent approach that leverages a modern, enterprise-wide data model. They adopt a flexible process and workflow management architecture with a specific attention to reusability and process assembly and customization capability across multiple business channels. All business services, based on a native object-oriented Model Driven Architecture, are available as SOAP services and can integrate smoothly with multiple Enterprise Information Sources such as core banking systems, asset management and insurance applications, data warehouses and other specific applications. The system allows a full reuse of business logic across multiple business channels such as branches, investment services, call centres, external agents, intermediaries, and the Internet with total support of technical channels and devices such as browser, PDA and wireless devices, ATM, IVR, etc.
For
further information please email:
sales@finantix.com
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