Finnova and Finfox enter into a solution partnership for digital investment and pension advisory

Finnova, a leading provider of banking software in Switzerland, and Finfox, a specialist in digital investment advisory solutions, are strengthening their partnership to fully integrate investment and pension solutions into banks’ mobile and web banking channels. With the integration of FinfoxAdvice into the Finnova platform, a seamless end-to-end advisory environment is created – directly within the bank’s digital channel.

Today, bank clients expect to manage their investments and pension planning easily and digitally at any time. At the same time, banks face intense competition from specialized investment and pension platforms offering intuitive digital user experiences.

With FinfoxAdvice, banks bring their advisory capabilities fully into mobile and web banking – from savings plan and pension self-services to client profiling, portfolio analytics, personalized recommendations, and ongoing portfolio monitoring. Processes are fully integrated, digital, and seamless end-to-end. FinfoxAdvice connects to Finnova’s banking software via standardized interfaces and is available to all Finnova clients. At the same time, the solution can be flexibly integrated into existing advisory setups and complements established advisory tools in the digital channel.

At the same time, the partners are aligning their collaboration with the next generation of technology: the integration of Finfox will be further developed on the finnova.neo tech stack. This ensures that banks benefit from a modern, scalable, and future-ready architecture – both today and going forward.

The joint solution delivers three key benefits for banks:

• Strengthening competitiveness
  Banks can offer digital investment and pension solutions directly within their own mobile and web banking. This allows them to retain both the client relationship and advisory capabilities – combined with modern digital processes.

• Driving sustainable cost-to-serve reductions
  The automation of previously manual process steps – particularly in onboarding and administrative workflows – enables significant efficiency gains. End-to-end digital processes reduce effort, errors, and processing times.

• Unlocking advisory capacity
  Today, client advisors spend a significant portion of their time on administrative tasks rather than value-adding client work. By automating and shifting standardized processes into mobile and web banking, advisory capacity is freed up – enabling greater focus on revenue generation, client relationships, and complex mandates.

“With FinfoxAdvice, we are setting a new standard in digital investment advisory. Integration via standardized interfaces means frictionless processes, maximum efficiency for advisors, and a consistently client-centric experience across all channels,” says Ralph Hutter, Head Ecosystem & Partnerships at Finnova.

Finnova and Finfox share a long-standing collaboration in digital banking. With the integration of FinfoxAdvice into Finnova’s core banking software, this partnership is taken to the next level. More than 100 Finnova banks will benefit from the combined solution going forward.

“This integration enables banks to expand their reach, increase efficiency, and strengthen their strategic independence. They can deepen existing client relationships, attract digitally savvy client segments, and scale their investment and pension business sustainably,” adds Dr. Michael Schlattau, Director Sales at Finfox.

With this product partnership, Finnova and Finfox are strengthening their joint ecosystem and enabling banks to take a decisive step towards a fully digital, hybrid advisory model.

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