FinfoxEvents
Event-based data transfers.
Use FinfoxEvents to directly compare your banking systems with updated advisory data within Finfox.
Your benefits at a glance.
Data recorded or amended within Finfox is immediately propagated, meaning that Finfox data used by other systems is always kept up to date.
Usage.
Use of Finfox advisory data in any other bank systems.
Continuous.
Continuous updating of Finfox data.
Individual events.
When changing advisory data, Finfox generates either standardised or individual events. The format and basic technology of FinfoxEvents can be specifically tailored to your requirements, e.g. by accessing a REST end point or notifying a message queue.
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.
Implement the user journeys triggered within Finfox during advisory meetings in order to efficiently propagate respective transactions in surrounding systems and ensure data consistency. Benefit from
- Automatic continuation of business transactions
- Fully automated communication
- Continuous updating of customer data
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.