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EMEA regional HQ - London Office

Regional headquarter for: EUROPE MIDDLE EAST AFRICA
London
GB

AMERICAS regional HQ - Miami Office

Regiondal HQ for - North America - Latin America - Caribbean
Miami
FL
US

APAC regional HQ - Singapore Office


Singapore
SG

Hong Kong Office


Hong Kong
HK

Italy - Milano Office


Milano
IT

Italy - Venice Head Office


Venice
IT

Australia - Sydney Office


Sydney
AU

Telephone

+358-20-155 3380

Contact

marika.kauranen
[email protected]

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 is a powerful, customer.centric solutions that:
– provides complete teller functionality through a single workstation
– supports cash management, positions, payments, transactions, cards, campaign and opportunity management
– offers ergonomic screens for transactions and product origination
– enforces personal contacts
– promotes sales-oriented actions.

View other products from Finantix

CRM: client and opportunity management and sales support

Finantix CRM is designed to: – Manage all phases of the relationship life cycle: engage, transact, fulfil and service – Transform client knowledge into actionable information and effective decision support – Support and coordinate all relevant business channels throughout the sales process – Monitor, track and act on every customer interaction across all touch points …

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 …

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 …