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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 and graphical illustrations, making the client’s experience more enjoyable.
Finantix Wealth Apps cover three areas: prospect engagement, client onboarding, and management of clients and portfolios.
Clients currently using Finantix apps believe that tablets will radically change advisory processes in both the high net worth and mass-affluent segments.

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 …

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 …