Finantix wins Private Banker International Award for Excellence in Customer Experience


Zurich, 13th December 2017

Finantix’ digital transformation technology was today recognised at the highest level, by Private Banker International (PBI), in the 2017 Private Banking Switzerland Awards. The awards are dedicated to celebrate excellence and achievement in the private banking markets across the Swiss region, and the independent panel of judges presented Finantix with the award for Excellence in Customer Experience.

Ronan McCaughey, Editor of Private Banker International, said: “The award winners this year have exhibited true innovation, clearly defined strategies and dedicated personalised attention to their clients. On the back of strong financial performance and a holistic approach to servicing clients, these players are shaping the future of the private banking and wealth management sector in Switzerland with their expertise and unique initiatives.”

Ralf Emmerich, CEO and co-founder of Finantix was there to receive the award and said “For over 20 years we have been driven by the desire to truly realise a seamless customer journey across any given point of interaction, channel or device and enable a fully digital experience. For such ambitious goal, technology must be architected with a ‘client-centric’ view of the world and be ready to process any kind of traditional internal or external data together with new sources of information that. We strongly believe that with a solid digital foundation and the help of AI technologies, will allow Private Banks to augment their knowledge about clients, automate expensive and regulatory tasks, to deliver higher added value to clients. We are honoured that our vision and commitment to the Swiss private banking market has been recognised here today.”

Finantix sales and advisory software is trusted by financial institutions in more than 40 countries and includes Standard Chartered Bank, Banco Itau, First National Bank, UBS and Rothschild Bank amongst other.