FinfoxAdvice
Self-service solution for digital investment advisory
Anytime and anywhere: Reach your clients in mobile and online banking.
Your benefits at a glance.
FinfoxAdvice is the dedicated digital channel for investment and pension solutions for banks. Reach your clients directly within mobile and online banking. This allows clients to act fully digitally and independently – while the advisor remains just one click away.
Truly hybrid advice.
FinfoxAdvice enables seamless collaboration between clients and advisors by combining digital self-services with personal advice. This creates a hybrid advisory experience across all channels – flexible, consistent, and close to the client.
Efficient processes.
Guided self-services within an integrated digital channel ensure efficient and streamlined investment advisory processes. Routine tasks are shifted into the digital channel, reducing operational effort and lowering the cost-to-serve.
Enhanced client experience.
FinfoxAdvice enables more client interactions in investment advisory, supported by personalized proposals delivered directly to clients’ smartphones. This creates additional touchpoints along the customer journey that strengthen client relationships.
White-label integration.
FinfoxAdvice integrates seamlessly into existing mobile and online banking environments and can be deployed independently of existing advisory systems. As a white-label solution, the entire customer experience remains fully within your bank’s branding.
Digital investment advisory, reimagined.
FinfoxAdvice brings investment and pension advisory directly into your bank’s mobile and online banking. Clients receive personalized investment proposals, explore research-based investment themes, and provide feedback directly. They update their risk profile and preferences and manage fund savings plans through guided self-services. This creates a fully digital and independent client experience.
From self-service to truly hybrid advisory.
Thanks to its flexible configuration options, FinfoxAdvice can be used from the simple display of personalized advisory content to fully autonomous self-advisory. This allows you to offer tailored self-services to your clients within the framework of your bank’s service offering. Advisors remain involved at all times and can provide targeted support – enabling true hybrid collaboration.
Digital investment processes with scalable efficiency.
All steps of investment and pension processes are embedded in a consistent digital journey within mobile and online banking. Guided self-services enable continuous client engagement, reduce operational effort, and free up advisors to focus on high-value client interactions. Furthermore, campaign-ready investment proposals can be generated at the push of a button and delivered directly to clients’ smartphones, enabling scalable and targeted client engagement.
Smart software for the future of digital investment advisory.
With FinfoxAdvice, you collaborate digitally and efficiently with your clients on concrete investment and pension ideas. The solution supports key areas of digital investment advisory.
- End-to-end digital fund savings and pension solutions
- Regulatory self-profiling
- Interactive investment strategy definition
- Personalized investment and alternative proposals
- Data-driven investment themes and research content
- Campaign management and targeted client engagement
Customers who trust us.
Are you ready?
Then transform your wealth advisory services now – we will provide you with expert advice on software evaluation, implementation and ongoing operation. The future is hybrid. With Finfox.
Banks, advisers and customers always have the same data at their fingertips – thanks to consistent business logic and comprehensive omnichannel capability.
Private banking
Exclusive and personalised advice.
Retail advisory
Efficiency and individuality in private customer banking.
Digital transformation
Banking and digitalisation.
Hybrid investment advice
A personal and digital future. In other words: hybrid.
Goal-based investment advice
A personal investment strategy in line with goals.
Thematic investment advice
A clear picture of myriad investor interests.
Robo advisory
Self-service components in wealth management.
Campaign management
Scalability and bespoke customer communication.