Finantix developed and offers more
then 200 financial components. For ease of
choice and implementation, standard solutions
have been prepackaged.
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Business solutions |
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Wealth Management:
investment advice and integrated financial
planning for the high net worth and mass
affluent segments |
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Advice-led selling:
simplified financial planning and advice
led-selling for the emerging mass affluent
and retail segments |
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Branch Innovation:
customer service and sales in a banking
branch environment |
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CRM:
customer management, opportunity
pipeline and for sales activities and
dialogues |
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Lending:
sales, origination and decision support for
mortgages, consumer and business loans |
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Wealth-X:
a multi-channel suite for wealth management and financial planning, including compelling iPad apps |
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Channel solutions |
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Web:
self-service internet banking and financial
advice based on graphical calculators and
interactive dialogues |
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iPad/iPhone: access to
Finantix functions for customers and
advisors with the most compelling user
experience |
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The relationship between the
business solutions and some of the
underlying components is shown in the
diagram. |
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| For more information:
sales@finantix.com |
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Copyright © Finantix 2001-2010 - All rights
reserved |
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Solutions