We are Finfox.
Do you want to boost effectiveness and efficiency in your wealth management business? We know how. With over 35 years of experience under our belt, we understand complex business requirements, design customer-centric solutions and implement individual configurations.
The experts behind Finfox.
For more than 20 years, our team in Zurich has been growing Finfox into the leading wealth advisory software in Switzerland, Liechtenstein and other international markets. Going beyond the software itself, we also see ourselves as strategic partners to our customers.
Our business and technical consultants work towards this goal every single day. The brain of our software is at the heart of the daily focus of our business analysts and various teams of developers. Our UX design and solution architecture experts round off our solution competencies.
Our mission, which motivates us every day, is to proactively support our customers on their journey towards digital transformation and to build their success in hybrid investment advice with Finfox.
Driving digital transformation.
The benefit of digitalisation in wealth management is reflected in two dimensions – an individual experience along different customer journeys and a high degree of advisory process efficiency. When these two dimensions are optimally orchestrated, this enables more revenue from additional new customers, as well as loyalty and activation among existing ones. At the same time, a high degree of automation towards back-end processes ensures efficiency and, ultimately, profitability. Successful transformation processes require both functional and technological expertise, both of which we demonstrate time and again. Just ask our existing customers.
Function – experience – technology: this magic triangle is the cornerstone of Finfox.
We conceive Finfox on three levels: the function as the specialist and regulatory basis in all advisory-relevant use cases, the technology as a catalyst within banks’ state-of-the-art system architectures and the experience along the moments of truth – the key moments in the user journeys undertaken by customers, advisers and experts as they use Finfox.
Every single day, we wow satisfied customers who successfully use Finfox. Our customers are always happy to share their experiences of us and of Finfox. We will be glad to put you in touch.
We have already successfully handled numerous integrations with third-party systems, in a whole host of ecosystems. In tandem with selected partners, we bring unique solutions to life for our customers.