Zuger Kantonalbank: New experience in the investment advisory process with Finfox

Avatar photo Finfox 21. June 2023

In order to continue to differentiate itself through an exceptional advisory experience, Zuger Kantonalbank has chosen Finfox as the new solution for its investment advisory process. Finfox is the full-service omnichannel solution for digital hybrid investment advice, combining an efficient setup for the bank with a personalized client experience across all touchpoints. The launch of the solution is planned in the second half of 2023.

Against the backdrop of a rapidly changing financial industry due to the growing number of new technologies, Zuger Kantonalbank is continuously expanding its digital product and service offering. The strategic focus for the coming years will be on solutions that make the business more efficient and at the same time create added value for the clients. Among other things, core processes shall be simplified, standardized and automated, and proximity to clients further strengthened, especially via digital channels.

The modular software solution from Finfox combines personal advice with digital services to create individual hybrid advisory experiences – whether in the branch, at home or out and about, during or outside branch opening hours, via desktop, tablet or smartphone. Integral monitoring, built-in campaign capability, and automated, customizable communication enable tailored client advice across all channels – efficiently and effectively for the advisors and with tangible value-add for their clients. That way, Finfox takes account of both the increasing complexity of processes and the requirements for future-oriented, digital investment advice.

Petra Kalt, member of the Executive Board and Head of the Wealth Management Department at Zuger Kantonalbank: “We want to remain close to our investment clients. To achieve this, it is crucial that our advisors have the right tool at their disposal so that they can continue to provide their clients with a personal and individual service despite the changing environment. With Finfox, we have opted for a solution that ensures up-to-date, high-quality advice at all touchpoints. This opens up new opportunities for us to add value and increase efficiency.”

Dr. David Kocher, Chief Customer Officer at Finfox: “Finfox has been developed to precisely meet the challenges and needs of banks today. We are pleased that Zuger Kantonalbank has chosen Finfox to set the course for the future of its investment advisory process and welcome them to the Finfox community. We are convinced that we can offer added value through exceptional advisory experiences across all channels to both the advisors and the clients of Zuger Kantonalbank.”

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