Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen.

Personal, Relevant, Timely and Actionable Defining and Delivering Personalised Client Engagement Highly engaged clients are more loyal. They are more active as referral sources. And they are more open to new investment ideas. How can technology re-define - and...

Finantix Statement on the Covid-19 Virus outbreak

During these unprecedented times, Finantix would like to assure all customers and partners of the continuity of our service. The cloud-based nature of our key systems and offering, our global presence and set-up allowed us to immediately activate since January...

Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance

London / Zürich, 10 March 2020: Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based...

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. 

Finantix Statement on the Covid-19 Virus outbreak

Finantix Statement on the Covid-19 Virus outbreak

During these unprecedented times, Finantix would like to assure all customers and partners of the continuity of our service. The cloud-based nature of our key systems and offering, our global presence and set-up allowed us to immediately activate since January 2020...

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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.

Pre-Sales Consultant

London- As a Pre-Sales Consultant you will be a Sales focused individual but also someone who has a solutions focused mind to be able to partner with clients and identify the most suitable products for their business. In addition, you will need to work with multiple internal Finantix stakeholders...

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Solution Architect

Singapore - As a dedicated Solution Architect, you will have a passion for designing, developing and implementing software solutions that address complex business needs. You will also have a highly collaborative approach and be comfortable working with internal stakeholders, being Finantix product...

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