Campaign management

Scalability and bespoke customer communication.

Banks strive for maximum efficiency and a lasting increase in customer touchpoints to achieve customer loyalty and growth in earnings.

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Apply investment proposals to entire customer groups.

Mass customisation made easy: with Finfox, tailored and target group-specific investment proposals can be generated for multiple portfolios at the push of a button, subjected to a regulatory suitability check and directly offered to customers. The advisers concerned have the ability to further personalise the proposals or present them to customers themselves.

Make customer groups aware of research topics.

Campaigns can be used to make a broad spectrum of interested customers aware of specific thematic investement ideas. This way, the results of a bank’s internal research can be published efficiently and without delay. Customers feel beingspoken to personally about their personal areas of interest, allowing them to seize opportunities at the right time.

Automatic reminders for customers.

Handle regulatory requirements in an automated fashion: automatically notify customers at regular intervals to update to their profile or remind them of a regular check-up of their portfolio. This saves advisors valuable time that can be invested in other tasks, resulting in considerable added value for you and your customers.

Finfox. For scaling effects when addressing customers.

With five built-in front ends, the Finfox platform enables any number of conceivable user journeys for all user groups of banks, i.e. customers, advisers and experts. To enable even greater flexibility, this flexible API platform facilitates two-way communication with the front- and back-end systems of banks or third-party providers. The aim being to deliver the wealth advisory experience of tomorrow, today.

Customers who trust us.

Raiffeisen
St. Galler Kantonalbank
Clientis
Glarner Kantonalbank
LGT
Luzerner Kantonalbank
VP Bank
Maerki Baumann
Schwyzer Kantonalbank
DXC Technology

Ready to transform your wealth advice?

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