Finanza & Futuro Banca, Deutsche Bank's network of financial advisers in Italy, is piloting Finantix Wealth Apps, an advisory suite that runs natively on iPads.
The focus of the adopted solution is to engage prospects and clients in discussions about their financial needs and goals and to help define optimal financial strategies.
Armando Escalona, CEO of Finanza & Futuro, and Paolo Abiuso, head of business services, are very satisfied about this new initiative which allows their advisers to capture and visualise client goals and needs in a compelling way. Communication between advisers and clients becomes more engaging and efficient.
According to Alessandro Tonchia, founder and director of Finantix, "Making the advisory process relevant, fast and even entertaining is a key objective for all players in the industry. We believe that our Wealth Apps, along with form factor of the iPad, can greatly contribute towards this goal. We envision a future in which tablets will be the primary channel for client-adviser interactions."
The Finantix Wealth Apps are part of a larger suite of apps that support and enrich client interactions in the retail, mass affluent and high net worth segments. Now tablets with highly interactive tools and content can be used in client meetings, finally substituting paper which is currently the key support medium for financial advisers.