FinfoxPro
The adviser’s workplace.
Individual and modular: FinfoxPro is your central wealth advisory tool.
Your benefits at a glance.
FinfoxPro is the adviser’s digital workplace. This is where customer portfolios are monitored, customer interactions generated, and investment proposals prepared and centrally managed
Plain and well-arranged design.
Keep track of your customers and customer portfolios at all times.
Intuitive operation.
Complete complex advisory tasks with just a few clicks.
Central control.
Control all aspects of hybrid advisory elements.
Clear presentation.
Prepare for customer meetings and proactively identify opportunities and challenges.
Welcome to the desk of the future.
FinfoxPro – your new workplace tool. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of customer Interactions – and keep track of the whole picture.
More time for customers.
Advisers receive clear prompts about required actions and pending items, enabling them to complete their tasks in just a few clicks. As a result, they have more time for customers and personalised customer service on a day-to-day basis. After all, this is what counts in your core business.
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.
FinfoxPro is the adviser’s individually configurable digital workplace. Here, the dashboard and multidimensional drill-downs are used to
- manage customer portfolios
- perform ongoing portfolio monitoring
- prepare and follow up on customer interactions
- proactively identify needs for investment advice with the customer
- review campaign content for customers
- prepare digital services for guided customer self-advice
FinfoxPro is also the workplace via which central investment processes are controlled through product management:
- Generating and monitoring investment campaigns
- Maintaining central monitoring rules for the various customer and service segments
Customers who trust us.
Are you ready?
Then transform your wealth advisory experience 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.