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.

ABOUT FINANTIX
With offices in Helsinki, Hong Kong, London, Milan, Munich, Singapore and Venice, Finantix provides process-oriented, client-centric, sales-driven financial components for retail and corporate financial services including: branch automation, retail advice and financial planning, lending and mortgage origination, financial relationship management, wealth management and private banking, bancassurance, order management and brokerage, internet banking, SME and business banking services.
Leading financial institutions such as Abbey, Standard Chartered Bank, Bank of China, Kookmin Bank, Banca Lombarda, Friesland Bank, Dumferline Building Society selected Finantix solutions to transform their multi-channel client relationship processes into a sound orchestration of human and technical resources that increases sales productivity, advice capabilities, and customer satisfaction

For further information please contact:

Finantix
E-mail: sales@finantix.com