Insights
White Papers
New Finantix report -Together, we can make it! Co-creation in Wealth Mangement
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
Webinar: Together, we can make it! Co-creation in Wealth Mangement
Register here:
Date: Wednesday 18th November 2020
Time: 10AM GMT/ 11AM CET/ 6PM SGT
The role of digital transformation in improving the value proposition to financial services clients in a post-COVID-19 world
Register here:
Date: Thursday 29th October 2020
Time: 16:00 JST
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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Hubbis Digital Dialogue Series discussion – ‘Local Wealth Management – Embracing Digital to Improve the Proposition’
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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.
Webinar – Digital Collaboration in Wealth Management: improving client experience, advisor productivity and compliance control
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WealthTech Talks: The Future Technology Infrastructure of Wealth Management
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Press
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,...
PWM.NET
Fintech on Friday: Has wealth digitally delivered during the pandemic? Alongside the Wealth Tech...