New Finantix report -Together, we can make it! Co-creation in Wealth Management

Post-COVID, clients are turning to their wealth managers more than ever before. They want reassurance. They need personalised investment strategies. They expect their advisers to make financial sense of an uncertain world. Co-creating investment strategies with them,...

Finantix continues to extend product offer with integration of Next Best Action

Next Best Action is a data and AI driven financial advice tool that delivers more personalised, scaleable advice and richer client engagement to wealth managers, relationship managers and advisers in private and retail banks London 15 September: Finantix, the global...

Capita Consulting partners with Finantix to deliver leading digital solutions for Private Banking and Wealth Management

New partnership sees Capita become a Finantix certified strategic implementation partner helping clients implement optimal solutions to improve client services and grow profitability London 10 June 2020: Finantix, the leading global provider of trusted technology to...

Company Overview

Our vision is a future where wealth managers, insurers and banks can realise every client’s aspiration of a differentiated, digital and dynamic experience.  By injecting artificial intelligence into a comprehensive yet modular platform, our proven technology enables all key actors to offer personalised and frictionless levels of service reliably and fast.

Domains

Finantix enables Wealth Managers, Insurers and Banks to develop and nurture client relationships, to consolidate client knowledge and intelligence, to deliver insightful and compliant advice, to generate continuous performance analytics and decisioning support.  

Wealth Management
Insurance
Retail Banking

Offerings Overview

Spanning across multiple channels, devices, languages and currencies, our comprehensive software is globally portable, omni-device and highly configurable. Through a range of components as well as end-to-end solutions Finantix allows for flexible personalisation and seamless integration.

Recent Insights

We share insights into key industry and technology trends and developments.  We bring you news of events we’re due to host or be involved in. And we keep you up to date with media appearances, including people news and client initiatives. 

Acclaim Publication

Acclaim Publication

Acclaim recognising leaders across the global wealth management industry through the WealthBriefing awards programme FINANTIX GETS INSPIRED BY ITS...

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The Wealth Mosaic

The Wealth Mosaic

The UK Wealth Technology Landscape Report 2020 - Together, we can make it - the case for collaboration in wealth management. Wealth Managers must...

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Careers at Finantix

Make your next career destination a multi-award-winning technology innovator helping global wealth management, banking and insurance brands deliver outstanding digital financial service experiences.

HR Administrator – Japan

Japan - As an HR Administrator you will act as the first point of contact for HR-related queries from employees and external partners. Main administrative duties include maintaining personnel records, managing HR documents (e.g. employment records and onboarding guides) and updating internal...

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Project Manager – Professional Services – Singapore

Singapore - As a Project Manager within the Services team, you will already have a passion for digital technology project management and lead the smooth delivery of these services into core Finantix clients. You will be expected to manage and deliver successful client digitalisation...

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Technical Pre-Sales Consultant – Singapore

Singapore - As a Technical Pre-Sales Consultant, you are highly motivated, results oriented, technology savvy individual, who will be responsible for identifying the most suitable product global clients.In addition, you will need to work with multiple internal Finantix stakeholders to deliver...

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