Thematic investment adviceA clear picture of myriad investor interests.
Customers bring their own investment ideas to the table when they meet with their advisor. Investment proposals that integrate customers’ personal areas of interest offer an exciting opportunity for them to exert influence and feel involved.
Investing along interests.
Whether blockchain, gender equality, fitness trends, social media or sustainability, it is only natural that customers do not only pursue savings or investment targets, but also get to grips with specific investment trends and seek to invest in these areas. And interests are as diverse as the customers themselves.
An engaging way to identify customers' interests.
Finfox makes customer-based profiling intuitive child’s play: customers simply click their way through defined thematic categories, selecting their interests on the screen of their device. These categories may be dependent on customer segment and phase of life – spanning anything from blockchain to sustainability.
The investment portfolio – a reflection of customer interests.
Within an investment topic, customers can be informed of personalised investment ideas. If the customer is interested, Finfox prepares a suitable investment proposal that includes these ideas. The aim is to personalise customer portfolios and connect interests with personal investments.