Hybrid investment advice

A personal and digital future. In other words: hybrid.

The digital zeitgeist is changing value proposition of wealth management; while it remains multifaceted and complex, it will increasingly combine traditional and digital touchpoints in the future. Personal and digital are becoming hybrid.


Investment advice redefined.

Nowadays, banks are taking an ever greater interest in the lives of their customers. In the process, individual desires and needs in changing life situations are reflected in a quick and straightforward way. What’s more, the preferred means of interaction between bank and customer must remain flexible. The future of investment advice is neither wholly digital nor wholly personal, but rather hybrid.

Independent research meets expert advice.

Customers will still want to hear the opinion of their adviser at their branch, but are also happy to do their own digital research and discover suitable investment opportunities. With hybrid investment advice, each customer can be served in a personalised way at all times, whether in person or digitally, whether during opening hours of the branch, in the evening or at the weekend, whether at home or out and about.

Real-time investment advice.

Finfox provides you with the perfect solution in this area: the smart software suite combines personal encounters with a digital experience, thus enabling a hybrid advisory model. Elements of the wealth advisory process can be combined in numerous ways to create bespoke advisory experiences – by the adviser and by the customer, live in a personal meeting at the branch or via a tablet at home. This is made possible by the harmonised business logic, coupled with omnichannel capability. As a result, banks, advisers and customers always have the same data at their fingertips.

Finfox. For hybrid investment advice.

With five built-in front ends, the Finfox platform enables any number of conceivable user journeys for all user groups of banks, i.e. customers, advisers and experts. To enable even greater flexibility, this flexible API platform facilitates two-way communication with the front- and back-end systems of banks or third-party providers. The aim being to deliver the wealth advisory experience of tomorrow, today.

Customers who trust us.

Berner Kantonalbank
St. Galler Kantonalbank
Glarner Kantonalbank
Luzerner Kantonalbank
Maerki Baumann
Schwyzer Kantonalbank

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