Finantix – supporting a major international institution’s journey to wealth portal excellence.

CATEGORY – PRIVATE BANKING  WEALTH MANAGEMENT  WEALTH PORTAL

For a global financial institution, Finantix enables new levels of customer experience, technology consistency and ease of centralised digital team support.

CORE COMPETENCIES

Speed of delivery. Deep understanding of the client’s business context and customer experience aspirations. Proven experience of solution implementation in highly demanding environments.

CORE DELIVERABLE

A completely new global wealth portal, offering market-competitive levels of enhanced customer experience.

CLIENT CHALLENGES

At record speed, create and launch a new global wealth digital platform, fully able to support multiple channels and offering customers a totally renewed portal. Roll out at rapid pace, firstly in the UK, then Asia and the U.S. Make the platform single, standardised, configurable and suitable for all client locations. Enable support by one centralised client digital team.

CLIENT CONTEXT

Private Banking at an international financial institution committed to upgrading the experience it provides to a demanding customer base. The technology solution had to meet and exceed customers’ expectations of a global wealth portal, available on any device, 24/7, 365. It also needed to integrate seamlessly with existing systems.

CUSTOMER EXPERIENCE

The client wanted to offer customers a state-of-the-art wealth portal, working with reliable excellence in multiple countries. It needed to deliver relevant and improved functionality, through a convenient and intuitive user interface and with predictably high quality across mobile and web applications. Specific customer benefits included easy and secure self-service across accounts, together with portfolio information and analytics. Nothing less than a consistent, secure, available and rewarding digital experience would be acceptable.

CLIENT CHOICE OF Finantix – KEY CRITERIA

The client identified significant technology advantages, including the ability to leverage the innovative Finantix API architecture, the breadth of the product suite and the range of the component portfolio. Ease of integration through standard interfaces with other core banking systems, including Avaloq, was also important. And speed of delivery was mission critical.

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