Finantix business components are reusable, enabling different operating units within an institution to share the same building blocks for process management. Common components within our modelling framework operate across the distinct delivery channel and technology infrastructures used by each operating unit of a financial institution.
Our process modelling does more than just focus on technology. We adopt a human-centric approach that captures all personal interactions within our models. Auditable checklists are available to guide client interactions within each branch and ensure regulatory compliance for advice-led sales, while the system also interfaces with document management systems to capture any paper workflow.
We provide pre-built business components and business processes formed from best practice experience at leading financial institutions worldwide, as well as the flexibility to configure processes specific to each firm.
The ability to deploy new processes on the fly also speeds up the launch of new products and marketing initiatives. Not only do we ease the rollout of sales initiatives, we also provide the tools to monitor performance, providing data to make informed real-time decisions to improve processes.

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