Listen to Alessandro Tonchia, co-founder of Finantix – a Motive Partners portfolio company – share his thoughts on digital transformation.
Some key points made during the podcast:
01:39 – Financial firms have realised that digital transformation is crucial to their survival.
07:04 – Collaborating with clients is key to ensure they are creating a rich, digital advisor-customer relationship and customer experience by optimising the balance between robo-advisory and human communication.
11:44 – How Finantix uses data to understand client circumstances, aspirations, financial goals, career and media footprint to enable their clients to provide a tailored experience based on individual needs.
14:36 – How Finanix uses AI (Artificial Intelligence) in the most targeted and optimal way to save time for its clients.
Click here to open the podcast.
Enabling Digital Financial Services
Finantix targets Japanese and South Korean markets as it establishes Tokyo-based team