Insights
White Papers
New Finantix report -Together, we can make it! Co-creation in Wealth Management
Post-COVID, clients are turning to their wealth managers more than ever before. They want reassurance. They need personalised investment strategies. They expect their advisers to make...
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...
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...
Events
Know Your Clients…better and faster – Part Two
Register here:
Wednesday 2nd December 2020 @
9 AM GMT/ 10 AM CET/ 5 PM SGT &
Tuesday 8th December 2020 @
10AM EST/ 3PM GMT / 4PM CET
Applying advanced data analytics to implement effective transaction monitoring and improve the quality of KYC files
Know Your Clients…better and faster – Part One
Register here:
Tuesday 1st December 2020 @
9AM GMT/ 10AM CET/ 5PM SGT &
Thursday 3rd December 2020 @
10AM EST/ 3PM GMT/ 4PM CET
Using the power of semantic search to build comprehensive client risk profiles and automate continuous KYC monitoring
Private Banking & Wealth Management: Switzerland 2020 Virtual Conference
Register here:
Date Thursday 10th December 2020
Time: 9:00 am GMT
Webinar – WealthTech Talks: Upscaling advice with Next Best Action
Stephen Wall, Co-founder & Head of Marketplace & Content at The Wealth Mosaic converses with Boris Rankov, Head of Product, InCube Group (a Finantix company) and other industry experts. In this webinar, Stephen speaks with Boris about Next Best Actions and...
Webinar: Together, we can make it! Co-creation in Wealth Management
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The role of digital transformation in improving the value proposition to financial services clients in a post-COVID-19 world
How should your firm approach this time of unprecedented change and opportunity? What tools and solutions are available to help you navigate the challenges and provide the services your clients are looking for, before your competitors can react? The EY Japan...
WealthTech Talks: Technology Trends in APAC Wealth Management
In this webinar, Mario Bassi, spoke to the local market experts to get their take on the role and importance of technology in the APAC wealth management sector.
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Hubbis Digital Dialogue Series discussion -‘International & Regional Wealth Managers – Improving the Digital Platform & Capabilities’
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Webinar: Next Best Action – From “House View” to “Recommended For You”
Finantix Next Best Action webinar provided an overview of some of the key features and functionalities of the NBA product suite
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Press
Finantix further strengthens APAC capabilities with senior staffing appointments
Latest appointments show firm’s ongoing commitment to building regional talent and strengthen APAC...
New Finantix report confirms importance of a highly personalised approach to investment and wealth planning strategy
Finantix shares expert insights into the need for, and delivery of, a co-creation approach to...
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,...