fx FinfoxAdvice

The investment tool for your customers.

Simple and easy to understand: FinfoxAdvice for customers and their self-advice.

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Your benefits at a glance.

FinfoxAdvice is the digital channel for your customers. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way, which actively increases the digital engagement of your customers.

Investing made easy.

Customers can use the tool whenever and wherever, thereby encouraging self-advice.

Everything at the adviser’s fingertips.

Hybrid advice is complemented by a flexible status and notification system.

Myriad configuration options.

The bank’s individual advisory services can be defined on a case-by-case basis.

Investing whenever and wherever the customer chooses.

Customers can take action at any time, simply by accessing the functions that have been activated for them. From self-profiling and strategy determination through to investment proposals. The bank therefore communicates with its customers in a perceptibly customized manner while harnessing the scaling effects of digital efficiency. Hybrid advice is supported by a flexible status and notification system, allowing the adviser to keep track in any scenario.

The watchword: robo advisory.

Thanks to a wealth of configuration options, FinfoxAdvice can be used for a vast array of applications, from the straightforward presentation of personalised investment proposals through to the autonomous use of the platform for guided self-advice. As a result, you can offer your customers bespoke self-services within the bank’s guidelines.

Everything is connected – thanks to full omnichannel capability.

The business logics and data of FinfoxAdvice are always consistent with FinfoxPro and FinfoxTouch. Any modification within FinfoxAdvice will be visible and effective in the other channels, such as FinfoxPro and FinfoxTouch – and vice versa. This enables full-scale omnichannel capability and flexible transparency between channels.

A smart software solution for the investment advice of the future.

Hybrid investment advice boasts a combination of personal experience and digital interaction. Our modular software enables the needs-oriented use of our various channels.

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Work with customers on specific investment ideas flexibly and online: FinfoxAdvice enables digital customer interactions for a whole host of wealth advisory disciplines. These include:

  • The interactive determination of an investment strategy
  • Straightforward regulatory self-profiling
  • Investment and alternative proposals tailored to the customer’s portfolio
  • Personalized investment topics on the basis of data analytics
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Customers who trust us.

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

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