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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]

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 mortgage products and services with an end-to-end approach. The solution integrates seamlessly front-, middle and back-office systems including analytical and operational CRM functionality.

Key functionality:
– Management of prospects and existing customers (with a full view of their position)
– Support for individual and business customers
– Lending product catalogue
– Calculators and simulators
– Product affordability check
– Repayment schedule calculations
– Application capture
– Approval in principle
– Integration with rule and scoring engines
– Management of the approval process

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 …

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 …

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 …