Benefits for the bank

FINFOX Pro helps the bank to reach different goals in wealth management in one go:

• FINFOX Pro allows a client-centered approach to advice provision, enabling the bank to achieve a higher level of customer loyalty.
• The structured advisory, sales and monitoring process produces a higher quality of advice provision and consistent results.
• Thanks to the flexible and modular nature of FINFOX Pro, advice processes can be defined in a flexible manner.
• FINFOX Pro enables the bank to integrate its advice processes into the bank’s existing workflows.
• Professional investment proposals can be seamlessly created.
• The ongoing monitoring of all information relevant to wealth management allows for proactive client care. This opens up considerable new service potential for the bank.
• FINFOX Pro’s modular architecture allows for a flexible and step-by-step introduction of the software into the bank.
• FINFOX Pro can be easily integrated with core banking systems.