Thematic investment advice

A clear picture of myriad investor interests.

Customers bring their own investment ideas to the table when they meet with their advisor. Investment proposals that integrate customers’ personal areas of interest offer an exciting opportunity for them to exert influence and feel involved.

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Investing along interests.

Whether blockchain, gender equality, fitness trends, social media or sustainability, it is only natural that customers do not only pursue savings or investment targets, but also get to grips with specific investment trends and seek to invest in these areas. And interests are as diverse as the customers themselves.

An engaging way to identify customers' interests.

Finfox makes customer-based profiling intuitive child’s play: customers simply click their way through defined thematic categories, selecting their interests on the screen of their device. These categories may be dependent on customer segment and phase of life – spanning anything from blockchain to sustainability.

Going with the trends, and the times.

Finfox goes a step further: not only can you provide your customers with relevant investment trends on a regular basis, but also respond to changing interests in a smart and flexible way, thereby honing individual interest profiles.

The investment portfolio – a reflection of customer interests.

Within an investment topic, customers can be informed of personalised investment ideas. If the customer is interested, Finfox prepares a suitable investment proposal that includes these ideas. The aim is to personalise customer portfolios and connect interests with personal investments.

Finfox. To simplify thematic investment advice.

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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