The tablet-based advisory tool.

Flexible and direct: FinfoxTouch is your tool for interactive customer advice.

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Your benefits at a glance.

FinfoxTouch is your digital aid in personal customer interactions. Actively involve your customers in the process and bring complex wealth advisory processes to life in an interactive way, whether in the branch or at the customer’s home.

Simplification of processes.

Simplify complex issues in an interactive and easy-to-understand way.

Up-to-date assurance.

Comply with regulatory requirements automatically.

Direct modification options.

Respond immediately to individual customer requirements.

Clear presentation.

Prepare for customer meetings and proactively identify opportunities and challenges.

Investments made easy.

This intuitive tablet solution transforms customer meetings into a hybrid experience. It enables the advisor to verify the customer profile, clearly explain investment strategies and proposals using with the help of interactive graphics and directly respond to customer requests. The adviser can flexibly structure the consultation in line with specific customer needs, with the software ensuring regulatory compliance every step of the way.

Dynamic and engaging consultations

FinfoxTouch makes customer interactions more dynamic and can be used in a host of advisory scenarios: on a projector in the conference room, on a tablet in the customer’s home or via screen sharing with a corresponding third-party application. Simplified presentation enables a new kind of digital customer experience.

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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This tablet-based tool provides digital support for customer meetings:

  • It makes customer interactions more dynamic
  • It enables advisers to respond directly to customer needs
  • It illustrates complex issues in a clear and easy-to-understand way
  • It automatically ensures compliance with regulatory requirements during the consultation
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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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