Best Integrated Front Office Solution
For over two decades, analysts have recognised Finantix as the leading provider of trusted technology to the worldwide financial industry. Applying deep sector knowledge, we empower wealth managers, insurers and banks to digitally and intelligently engage with customers and provide insightful and compliant advice. By injecting artificial intelligence into a comprehensive yet modular API-first platform, our proven technology enables holistic customer intelligence, sales and serving productivity and delivers an individualised omni-device experience.Our flagship platform can run in the cloud or be deployed as services that can help turn routine transactions into valued and collaborative interactions. It serves multiple actors across financial services organisations and is proven across multiple devices, languages, currencies, jurisdictions and regulations. We operate from offices across Europe, North America and Australasia.
Describe your solution (I.e. that which is applicable to your award)
The Finantix Integrated Front Office captures every aspect of the advisory lifecycle, from initial client prospecting and onboarding, through the financial and investment planning and implementation phases, and culminating in an continuous review process to monitor and continuously fine-tune ongoing plans and investments. We deliver best-of-breed workflow processes out-of-the-box, while allowing to configure and optimise the client’s product, advice methodology, service approach and delivery channel strategies to target and maximise the profitability of each client segment while keeping costs under control.
What makes it stand out/apart from other similar solutions in the marketplace?
Our technology promotes tiered service offerings for mass affluent, affluent and high net worth clients. Each of these segments can be targeted with the right mix of products, services and delivery channels. And as clients accumulate advice and wealth, our platforms help manage their migration through different advice and wealth brackets, while maintaining a consistent message and level of service throughout.
While we support the unique requirements of every income, advice and wealth bracket, Finantix delivers components that are entirely reusable while optimising KYC (Know Your Client), AML (Anti-Money Laundering) and other regulatory processes to ensure efficient client onboarding. This means that we save time and money by supporting basic functions such as retrieving product information, calculating risk measures and executing transaction and using the same components across any segment or business unit. Finantix offers a proven, granular, configurable set of modules and API services ready to support multi-country, multi-language, multi-jurisdiction, multi-currency, multi-segment, multi-channel and multi-device deployment.
Explain how it adds value to the business of PBS/WMs
By offering a wide range of modules, components, engines and granular APIs, Finantix Components help Private Banks and Wealth Management organisations inject key business logic into their digital strategies across channels and devices. Our offering is based on a comprehensive library of modules and engines designed for relationship managers, which promotes innovation, re-usability across business channels and devices, and helps to make the most of existing legacy architectures, core and CRM systems and data facilitating the integration and reusability into new digital services initiatives.
Injecting and combining such modules in different tailored web-based or mobile apps ensure that relationship managers can accelerate their transition to a digital offering and allow them to focus on continuous improvement of sales, advice and services processes.
As mentioned above, Finantix delivers components that are entirely reusable. This means that we save time and money by supporting basic functions — such as retrieving product information, calculating risk measures and executing transaction — using the same components across any segment or business unit.
Regional Head of Marketing & Communication, Asia
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Please visit our website at www.finantix.com or email us at [email protected] for more information.