Designed together with Chief Investment Officers, research analysts and experts from leading firms, CIO Cockpit will bring significant benefits to...
Finantix Crowned Best Front Office Solution at the WealthBriefing Swiss Awards 2020
London: 07 February Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, was last night crowned ‘Best Front Office Solution’ at the 7th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.
The triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive front-office space.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
Commenting on the firm’s triumph, Christine Ciriani, Chief Commercial Officer, Finantix said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a leader in the front-office space”.
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.
Latest Digital Collaboration Hub drives richer client interaction – selected by Banco Itaú International
Fully digital offering provides secure, auditable communications suite (e-mail, chat, audio, video and screen sharing) and 24/7/365 self-service...
Next generation technology : Driving new client acquisition How can technology drive sales effectiveness in wealth management, asks Albert Iselin,...