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Presenter Profile:

How they describe themselves: Finantix supports the sales and advice processes of financial institutions. Retail banks, wealth managers, financial advisers and insurers use Finantix’s software to boost performance of client-facing employees. Our Web-based solutions support front-end processes and customer interactions relevant to both your individual and corporate clients. Advisers use Finantix apps built natively for tablets such as the iPad to make client meetings more engaging and collaborative. Finantix solutions are designed for multi-channel delivery and based on a robust and flexible technology stack. We operate worldwide and have clients in more than 20 countries.

How they describe their product/innovation:  Finantix Wealth Apps assist financial advisers in preparing for and conducting face-to-face client meetings. Despite huge investments in technology, most advisers still use paper as their main support tool in interactions with clients. Tablets have the simplicity and elegance of paper, but with appropriate apps, support rich communication, interactive dialogues and graphical illustrations, making the client’s experience more enjoyable. Finantix Wealth Apps cover three areas: prospect engagement, client onboarding, and management of clients and portfolios. Our clients believe that tablets will radically change advisory processes in both the high net worth and mass-affluent segments.

Contacts:

Bus. Dev., Press: Alessandro Tonchia, Director, alessandro.tonchia@finantix.com