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Finantix delivers first phase of
Financial Planning software to HSBC
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London, 25th January 2006 –
Finantix, the leading vendor of
process-oriented, client-centric and
sales-driven financial components for
financial services firms, is pleased to
announce that it has successfully customised
first phase of software to support the sales
and advice processes of HSBC.
HSBC and Finantix have worked together to
customise Finantix Components as the core
enabler of HSBC’s strategy in the area of
advice-led sales.
In replacing its existing point of sale
system, HSBC has embarked on phased approach
and after an intensive customisation and
development process, has formally accepted
Phase 1 of the software delivery from
Finantix.
Finantix’ solution will help HSBC’s,
client-facing wealth management employees
provide a higher level of service to their
clients by reducing their administrative
burden and providing comprehensive planning
capabilities, rich decision support and
knowledge management. These features, along
with extensive simulation and validation
capabilities, will make the sales processes
client-friendly, professional, FSA-compliant
and more effective. Thanks to tools that
allow users to quickly and intelligently
capture and interpret the client’s financial
agenda and requirements, HSBC will increase
its ability to provide tailored advice.
Alessandro Tonchia, co-founder of Finantix,
said:
“We are proud to be the engine behind HSBC’s
ambitious response to the recent compliance
challenges which will empower its advisors
to deliver outstanding service and improve
its awareness of client needs. Projects such
as this reinforce our longstanding
conviction that adopting a holistic approach
to clients and financial offerings is the
key to success in today’s retail banking
market.”
About HSBC Holdings plc
Serving over 110 million customers worldwide,
the HSBC Group has approximately 9,800
offices in 77 countries and territories in
Europe, the Asia-Pacific region, the
Americas, the Middle East and Africa. With
assets of US$1,277 billion at 31 December
2004, HSBC is one of the world’s largest
banking and financial services organisations.
HSBC is marketed worldwide as ‘the world’s
local bank’.
About Finantix Limited
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 wholesale
financial services firms. Finantix offers
solutions in the areas of: branch automation,
retail advice and financial planning,
lending and mortgage origination, financial
relationship management, wealth management,
bancassurance, business banking, online
brokerage and internet banking.
Leading financial institutions - such as
Abbey, BancaIntesa, Bank of China,
CreditSuisse, Kookmin Bank, San PaoloIMI,
Standard Chartered Bank - adopted Finantix
solutions to transform their multi-channel
delivery processes into a sound
orchestration of human skills and system
intelligence that increases sales
productivity, advice capabilities, and
client satisfaction.
For further information please contact:
Finantix UK - London
Email:
sales@finantix.com |
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Copyright © Finantix 2001-2008 - All rights reserved |
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