With an enterprise ready, modular and highly configurable platform and pre-assembled ready
Unlock your client and prospects potential – holistic omni-channel wealth management powered by Finantix’s trusted platform accelerates your ability to deliver insightful and compliant advice, boost sales and servicing effectiveness, offer impactful products and streamline decisioning support.
We empower Insurers and their intermediaries bring their new or reconfigured products to market faster, engage meaningfully with customer across all point of interaction, make the sale closing possible on any device and transform the distribution, sale, application, underwriting process into a digital end to end experience. All this with a solid and proven API First platform.
Whether the customer touchpoint is self-service, collaborative, via contact-centre, adviser led or teller based, Finantix delivers a personalised digital banking journey while dramatically reducing costs and inefficiencies. We transform functional transactions to rewarding interactions based on deep customer insight and frictionless process consistently and compliantly.
Digital Collaboration Hub
Sales, Advice and Product Management
Digitally enable attended, self-service and hybrid users’ journeys across channels and devices, increasing sales productivity, delivering compliant and personalised advice and insightful product management.
Insights & Actions
Boost holistic client intelligence, business insights and meaningful next best actions with AI driven insights and analytics.
Client and Product Data Hub
Develop rich, augmented, customer profiles and intelligence. Build an extended, content rich products, solutions and services catalogue and digital content hub.
CATEGORY – WEALTH MANAGEMENT WEALTH PORTAL For a global financial institution, Finantix supports the journey to consistently improve customer experience in over 30 markets. CATEGORY – WEALTH...
Finantix – key role in supporting one of the First 20 major international institutions build high quality client intelligence
CATEGORY – PRIVATE BANKING WEALTH MANAGEMENT INTELLIGENCE For one of the 20 most important financial institutions, Finantix overcomes the human research and linguistic challenges of achieving...
Finantix – key enabler in accelerating a major international institution journey to client portal excellence
CATEGORY – PRIVATE BANKING CLIENT PORTAL For a global financial institution, through mobile and web channels, Finantix delivers new levels of customer experience, technology consistency and ease of...
CATEGORY – INSURANCE, CUSTOMER ONBOARDING, FINANCIAL NEED ANALYSIS For a major Chinese insurance company, Finantix supports new levels of advisor productivity, faster customer onboarding process and...
CATEGORY – PRIVATE BANKING WEALTH MANAGEMENT WEALTH PORTAL For a global financial institution, Finantix enables new levels of customer experience, technology consistency and ease of...
Finantix – key role as central partner in building a next-generation Point of Sales platform for a major international insurer’s Asia-Pacific markets
CATEGORY – LIFE INSURANCE POINT OF SALES PLATFORM A powerful, rich functionality, life insurance agents’ toolkit, capable of providing highly engaging sales journeys for prospective and existing...