Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 301

Posts Tagged ‘finantix’

Finantix wins “Best of Show”

Posted by fidest press agency su sabato, 5 febbraio 2011

Finantix was awarded “Best of Show” at Finovate 2011. The event took place in London this week. Thirty-six companies from all over the world were invited to demo the most innovative financial technologies available on the market. Finantix showed Wealth Apps for iPad: a solution that allows advisers to interact with clients more effectively. Wealth Apps support sales conversation with prospects, allowing advisers to present services and products, discover and discuss client needs, and simulate different hypotheses and solutions. It also provides tools to monitor and review the financial situation of existing clients and collaboratively agree appropriate action to take.
“Most advisers still use paper as the basis for discussion in client meetings.” comments  Alessandro Tonchia, founder and director of Finantix. “Laptops and traditional software are too clumsy and distracting to support important personal discussions, but tablets are elegant, interactive and efficient. With appropriate apps, they can entirely replace paper and significantly transform the process of how financial advice is delivered. The vote of the 500 attendees certainly recognised this business impact along with the coolness of our apps.” Finantix has been offering a suite of iPad apps since May 2010. The apps – now in their second release – support the full spectrum of client-adviser interaction: sales dialogues, onboarding and ongoing advice. Important financial institutions have already adopted the solution.
Finantix helps financial institutions sell more and advise clients better. The company’s multichannel solutions support front-end processes and client interactions. Finantix tablet apps are built natively for the iPad and can be used to make client meetings more engaging and collaborative.
All Finantix solutions share the same enterprise-grade and flexible technical architecture. Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognized by reputable market analysts and blue chip clients for both business and technical innovation in the industry. http://www.finantix.com.

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Global alliance: Finantix and NorthStar

Posted by fidest press agency su domenica, 13 giugno 2010

New York, London Finantix, an established provider of advice, sales and service solutions for banks and wealth managers, and NorthStar, a leading provider of wealth management software solutions, today announced a strategic alliance and a global co-marketing agreement.   This initiative includes the combination of complementary functionality as well as global distribution of the joint offering.    Finantix’s CRM tools and the recently released iPad and iPhone apps for wealth management (www.finantix.com/solutions.html ) will be offered together with NorthStar’s SaaS solution for financial advisors (www.northstar .com/solutions.html ). On the enterprise side, financial institutions will now have access to the broadest suite of advisory components, from single client view to integrated financial planning, from portfolio construction through compliance monitoring and client reporting.
Finantix is an established provider of client-centric solutions for financial advice, sales and service. The solutions help banks, insurers and wealth managers attract new customers and maximize the potential of existing ones. The Finantix advisory functionality is designed for multichannel delivery. Branch employees, agents, advisors and customers can access the application via browsers, mobile devices and tablets.  Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognized by reputable market analysts and blue chip clients for both business and technical innovation in the industry. For more information, visit http://www.finantix.com.

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