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