Campaign management
Scalability and bespoke customer communication.
Banks strive for maximum efficiency and a lasting increase in customer touchpoints to achieve customer loyalty and growth in earnings.
Apply investment proposals to entire customer groups.
Mass customisation made easy: with Finfox, tailored and target group-specific investment proposals can be generated for multiple portfolios at the push of a button, subjected to a regulatory suitability check and directly offered to customers. The advisers concerned have the ability to further personalise the proposals or present them to customers themselves.
Make customer groups aware of research topics.
Campaigns can be used to make a broad spectrum of interested customers aware of specific thematic investement ideas. This way, the results of a bank’s internal research can be published efficiently and without delay. Customers feel beingspoken to personally about their personal areas of interest, allowing them to seize opportunities at the right time.
Automatic reminders for customers.
Handle regulatory requirements in an automated fashion: automatically notify customers at regular intervals to update to their profile or remind them of a regular check-up of their portfolio. This saves advisors valuable time that can be invested in other tasks, resulting in considerable added value for you and your customers.
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Private banking
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Goal-based investment advice
Thematic investment advice
Robo advisory