Finantix – taking a key role in the process to digitalise a Top 50 bank’s wealth portal

CATEGORY – WEALTH MANAGEMENT  WEALTH PORTAL

For a global financial institution, Finantix supports the journey to consistently improve customer experience in over 30 markets.

CATEGORY – WEALTH MANAGEMENT  WEALTH PORTAL

CORE COMPETENCIES

Deep understanding of client’s business needs. Enablement of client’s centralised team to enhance and maintain the solution.

CORE DELIVERABLE

A wealth management solution that empowers relationship managers to interact in a structured manner with customers. As a result, service experience is enhanced by providing relevant advice and facilitating customer investment in appropriate products; all within the same solution.

CLIENT CHALLENGES

Provide a high quality, stable solution that is centralised but caters to multiple markets globally. Make information computed and stored by the solution usable by all applications, including others from Finantix, utilised by the client. Enable support by a central client team.

CLIENT CONTEXT

As an early adopter on the digital journey, the wealth management team was keen to take a pioneering approach. They wanted to see a solution that would receive instant acceptance from relationship managers and drive business growth, through enhanced customer experience.

CUSTOMER EXPERIENCE

Specific customer benefits include frictionless risk profiling, relevant product selection, re-balancing, proposal generation, and submission. 

CLIENT CHOICE OF Finantix – KEY CRITERIA

The client wanted a partner who could bring product suite breadth and component portfolio range. Since Finantix had already delivered successful solutions to the client, and was a long-established partner, the choice was clear. 

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