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Milan, 31 January 2005
- Finantix, the leading software vendor of
process-oriented, client-centric and
sales-driven financial components is pleased
to announce that the new Banca Intesa
Private Banking organization went live with
the help of Finantix Components
The new bank entity launched at the
beginning of 2005 reorganizes under one
coherent umbrella all Banca Intesa Group’s
activities targeted to the private banking
segment. A fully dedicated organisation of
expert relationship managers will serve
private clients by offering portfolio
management and advisory services by creating
at the same time synergies and tight
coordination with the retail business
division.
Finantix Components applications and
functionalities are supporting ‘Intesa
Private Banking’ initiative by integrating
all staff and on field organization
enforcing bank’s ability to assist
proactively local client base, strengthen
the relationship with profitable investors
and consolidate further market position and
share of wallet.
The modularity, flexibility and easy
combination of Finantix Components let Banca
Intesa to effectively segment client base
and shape cost-efficient and client-focused
business strategies identifying those
products and services that mostly fit
clients’ risk profiles and investment habits
according to the newest rugulation rules
from italian regulation authority Consob.
Finantix provides Banca Intesa relationship
managers with a complete toolset including
global financial position analysis, client
reporting, risk profiling, VAR analysis,
investment and portfolio optimisation, risk
monitoring, what-if simulation tools and a
complete set of CRM features such management
reporting, contact management, client base
analysis that will help the bank better
target offers and measure results according
to different client sub-segments.
“Finantix Components provides to our
relationship managers a complete and easy to
use workplace” explains Mr. Di Mascio,
Marketing Director for Banca Intesa Private
Banking “that will dramatically simplify the
overall approach to client management
processes and at the same time will make our
staff more confident and proactiv in dealing
everyday with their clients.”
Leveraging Finantix Components solutions and
open standard architectures relationship
managers and financial advisors at Banca
Intesa will be able to get a holistic view
and a more in-depth understanding of
clients, access up-to date information about
available portfolio products and services,
submit a consistent financial proposal to
clients and monitor it over the time
ensuring wealth preservation and growth by
reaping a long-term client satisfaction and
retention.
For further information please contact:
Finantix
E-mail:
sales@finantix.com
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