Comprehensive financial advisor workstation recognized in CEB TowerGroup’s Advisor Desktop Solutions Report
Polaris Financial Technology Limited, a leader in products, solutions and services that enable unprecedented operational productivity for the global Financial Services industry, recently announced that its Intellect Financial Advisor Business eXchange (FABX) received a „Best in Class‟ recognition for Enterprise Operations in CEB TowerGroup‟s Advisor Desktop Solutions Technology Analysis ranking for 2013.
Intellect FABX is a state of the art workstation solution, empowering advisors with all the information needed for customer interaction, relationship building, performance monitoring, analytics and decision making. The unique solution empowers the advisor with a single point interface offering a comprehensive 360-degree view of the client, to manage rising core system complexities thereby increasing relationship manager productivity by up to 30%. Appropriate for private banks, retail banks, independent financial advisors, or broker-dealers, it is available in both installed and SaaS versions as well as on the iPad and internet.
CEB TowerGroup, Research Director, Darrin Courtney said, "Intellect FABX offers advisors a highly configurable holistic advisor desktop. Each desktop version incorporates preset workspaces for calendar appointments, customers, and performance, and allows the advisor to create an unlimited number of workspaces with drag-and-drop widgets. FABX also provides capability not standard in other systems, including document management, business rules, and support for multiple languages and currencies."
Jaideep Billa, Joint CEO – Consumer & Institutional Money Management, Polaris Financial Technology Limited said, “Intellect FABX' recognition as a "Best in Class" offering in CEB TowerGroup's Technology Analysis report is a testament to our constant focus on continuous innovation of our products to improve advisor and client experience, thereby meeting the evolving needs of our expanding client base. Intellect FABX' customer engagement solution has dramatically changed the way financial advisors engage with clients in result-oriented conversations. As a productivity enabler for intelligent client interactions and a superior customer-centric solution, FABX' differentiated interaction layer and analytics helps financial advisors take smart decisions, quickly.”
Intellect FABX supports all core desktop components either natively or through integration with other Intellect products and easily connects to third party best-in-breed applications through a variety of integration options. Additionally, the CEB TowerGroup report noted the following attributes of FABX: