Insights

Finantix further strengthens APAC capabilities with senior staffing appointments

Latest appointments show firm’s ongoing commitment to building regional talent and strengthen APAC teams Singapore, 24 November 2020 - Finantix, the global provider of digital enabling software for the banking, wealth management and insurance sectors, is delighted to...

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 client-adviser relationships in response to the Covid-19 pandemic London, 6 October 2020 - Finantix, the leading global provider of trusted technology to the wealth...

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, scaleable advice and richer client engagement to wealth managers, relationship managers and advisers in private and retail banks London 15 September: Finantix, the global...

White Papers

Events

Know Your Clients…better and faster – Part Two

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

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Know Your Clients…better and faster – Part One

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

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Press