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EMEA regional HQ - London Office

Regional headquarter for: EUROPE MIDDLE EAST AFRICA

AMERICAS regional HQ - Miami Office

Regiondal HQ for - North America - Latin America - Caribbean

APAC regional HQ - Singapore Office


Hong Kong Office

Hong Kong

Italy - Milano Office


Italy - Venice Head Office


Australia - Sydney Office



+358-20-155 3380


[email protected]

WEALTH APPS for iPad: tablet-based client interactions

Finantix Wealth Apps assist financial advisers, private bankers and relationship managers 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 …

WEALTH MANAGEMENT: investment advice and financial planning

 The solution supports the following processes for the high net worth and mass affluent segment:  – investment advice and monitoring in line with the relevant compliance regulations  – integrated financial planning: all financial needs and life-stages are supported  – definition, simulation and management of financial goals  – support for the full advisory life-cycle.   Key …

ADVICE-LED SALES: financial advice for mass affluent&retail

Simplified financial planning and financial advice for the emerging mass affluent and retail segment. Leveraging of graphical calculators and quick dialogues to deliver affordable yet methodological correct advice. Focus on identifying customer needs and ability to configure and sell financial solutions relevant to the needs.   Key functionality: – Extended Single Customer View – Fact …

BRANCH INNOVATION: client service, sales & teller functions

For banks, branches represent a unique opportunities to establish and grow rich customer relationships.  The challenge they face today is capitalising on personal interactions in the most cost effective way.  The Branch Innovation solution puts discipline in the processes of servicing customers and exploiting the interaction with them for conducting sales dialogues.   Branch Innovation …

LENDING: sales and origination for mortgages and loans

One of the most critical bank activities is granting credits to its customers. Increasing the flexibility of credit approval processes and hastening their cycles without sacrificing the necessary precautions is mandatory. The Lending solution enables branch employees and credit specialists to manage and monitor sales operations and transactions of a broad range of lending and …