Designed together with Chief Investment Officers, research analysts and experts from leading firms, CIO Cockpit will bring significant benefits to...
The Swiss Wealth Technology Landscape Report 2020
Next generation technology : Driving new client acquisition
How can technology drive sales effectiveness in wealth management, asks Albert Iselin, Executive Director for EMEA at Finantix.
Fully qualified leads – regulation-compliant, commercially robust – are highly valuable. This value cannot be lost through inertia and siloed working.The bank must maintain momentum.
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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...
Finantix has been named a Strong Performer by Forrester in its latest Forrester Wave Digital Wealth Management Platforms Q1 2020 report. We have...