Latest Digital Collaboration Hub drives richer client interaction – selected by Banco Itaú International

  • Fully digital offering provides secure, auditable communications suite (e-mail, chat, audio, video and screen sharing) and 24/7/365 self-service functionality  
  • Facilitates collaboration around key client-oriented processes including onboarding and servicing, document exchange and collection, investment advisory and content distribution through specialised virtual client lounges
  • Provides compliant, secure and efficient multi-media communication channel where relationship managers can easily invite and coordinate the contribution of specialists, counsellors and senior managers
  • Selected by Banco Itaú International to elevate their current online offering for US and Swiss clients, building on Finantix’s robust platform already in place

London 6th May 2020: Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today launched its latest Digital Collaboration Hub which allows financial institutions to activate a collaboration channel within weeks. The Hub enables organisations to rapidly and securely establish a one-stop, omni-device and multi-media collaboration channel with virtual private lounges to digitally enrich key client-oriented activities. These include daily client servicing activities, market updates and investment advisory support, onboarding and origination workflow driven processes. It also empowers relationship managers to remotely promote personalised content and research, exchange and finalise key documents, share, review and execute investment proposals with their clients.

The Digital Collaboration Hub will be available via several options: with a fast-track deployment approach hosted on the Finantix cloud, as an expedited setup via private cloud or on-site; or, with a maximum flexibility and configurability option which leverages Finantix SDK capabilities. In all cases, it can be deployed by financial institutions with minimal IT intervention on site with ready points of integration into existing client portals and data within weeks.

Finantix recognises that when global events cause extreme macro-economic volatility and market uncertainty, timely and personalised client interaction is more important than ever.  Relationship managers still need to maintain rich and relevant dialogue with clients based on client-specific needs and opportunities while behind the scenes, processes need to be swift, compliant and secure.

The new Digital Collaboration Hub offering meets these client needs. Advisors can rapidly access and securely promote relevant information to their clients in a digestible and easily actionable digital format, supporting informed investment decisions while maintaining the richness of their client touchpoints. By enabling the digital sharing of relevant market-driven intelligence with their clients, advisors can enjoy tailored follow-on discussions driving personalised decisions that are right for their client-base.

The Digital Collaboration Hub leverages Finantix’s deep industry expertise with a digital specific, API-enabled offering covering all critical client facing processes that have been impacted by the current crisis, and a set of ready connectors and smart wrappers to integrate critical data from systems typically in use across wealth managers, retail banks and insurers.

The Digital Collaboration Hub has been selected by Banco Itaú International to elevate their current online offering for US and Swiss clients, building on Finantix’s robust platform they already have in place.

Christine Ciriani, Chief Commercial Officer for Finantix, said: “Today more than ever, financial institutions need to ensure their clients receive a level of service that is timely, relevant, personal and actionable, enabling decision-making at speed, and empowering clients with self-service elements. It is also vital that communications between clients and relationship managers remain efficient, trackable and secure. The Finantix Digital Collaboration Hub offering is well placed to meet these needs.”

Jakub Downar, Head of Product and R&D at Finantix, commented: “Product development has always been at the top of our business agenda with more than 20% of revenues year on year allocated to R&D. This is to ensure we fulfil market needs and continuously provide solutions of the highest standard. Our latest upgrade of the Finantix Collaboration Suite and the ready to run setup options offered with the Digital Collaboration Hub are an excellent testimony to the skills, expertise and knowledge of our team which evolved, tested and launched this offering in rapid response to evolving market needs.”

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