Advice and Wealth Management is about understanding people, their circumstances, life requirements and ambitions, and matching up the right set of financial solutions and strategies to help them achieve their objectives.
We offer modules, components, solutions and APIs that enables your organization to excel in engaging with customers and prospects in unique ways mixing a Personal Touch (engaging KYC and FNA, profiled content, personalised reporting, tailored advice, profiled alerts) with an High Tech approach (serve customer everywhere and anytime with tablet based adviser tools, make self and assisted on boarding fully digital, provide comprehensive self customer apps).
Make content and media smartly available in the context of your multi channels and omni devices apps
Transform paper based processes in digital flow and activities directly connected to your core systems
Inject specialised engines, business logic and simulators into your regulated sales and advice processes and applications
Make KYC and profiling activities interactive, engaging, efficient, automated and paperless
Discover, analyse, socialise, engage, track and entertain new lead and prospects
Analyse, monitor, discover, notify and report financial services business specific events, KPIs, analytics, indicators and performances
Aggregate, normalise, reclassify, analyse and breakdown accounts, portfolios, positions, policies, assets and holdings from multiple sources and systems
Make the governance and distribution of your products and quotation rules centrally driven and ready for the digital sales transformation
Make your products origination and business transactions paperless, digitally fluid, Straight Through Processing integrated to your core systems
Inject in your digital transformation projects an enterprise grade, controllable, extendable, device aware platform
Accelerate integration to your core systems, CRM and CMS solutions, frontend tools with ready to use connectors
Learn more about Wealth Management
Enabling Digital Financial Services
Finantix targets Japanese and South Korean markets as it establishes Tokyo-based team