Insights
White Papers
Personal, Relevant, Timely and Actionable Defining and Delivering Personalised Client Engagement
Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen. 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...
Next Generation Technology and New Client Acquisition
New clients are crucial. What are the digital priorities for lead identification and engagement? Which technologies can help? Who is using them? To download our original research-based report part one, submit your details below:
Events
WealthTech Talks: Technology Trends in APAC Wealth Management
Date: Wednesday, 30th September 2020
Time: 9AM BST / 4PM SGT
Register here
Hubbis Digital Dialogue Series discussion -‘International & Regional Wealth Managers – Improving the Digital Platform & Capabilities’
Watch Replay
Webinar: Next Best Action – From “House View” to “Recommended For You”
Register here:
Tuesday 29th October 2020 at 9AM BST / 10AM CET / 4PM SGT
Thursday 1st October 2020 at 9AM BST / 10AM CET / 4PM SGT
Finantix is proud to be a sponsor at the upcoming Stockbrokers and Financial Advisers Association (SAFAA) Virtual Conference in Australia
If you require further details regarding our key offerings or wish to discuss your specific needs. Just let us know.
Hubbis Digital Dialogue Series discussion – ‘Local Wealth Management – Embracing Digital to Improve the Proposition’
Watch Replay
Motive Partners: Future of Finance Podcast Series
Listen to the discussion between Christine Ciriani, CEO, Finantix and Emma Glyn, Motive Partners. Christine provides an insight into the fast-evolving trends and digital transformation of the wealth management industry.
Press
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,...
PWM.NET
Fintech on Friday: Has wealth digitally delivered during the pandemic? Alongside the Wealth Tech...