HSBC rolls out Finantix software to advisors and relationship managers

Source: Finantix

Finantix, the leading vendor of process-oriented, client-centric and sales-driven components for financial services firms, is pleased to announce that HSBC has adopted Finantix' software to support its sales and advice processes.

HSBC and Finantix have signed an agreement that sees Finantix Components as the core enabler of HSBC's strategy in the area of advice-led sales.

With a view to replacing its existing point of sale system, HSBC embarked on an extensive evaluation of twelve vendors. After careful consideration, HSBC opted for Finantix as the vendor with the widest coverage of all sales and advisory processes and with the most flexible and scaleable technology.

Finantix' solution will help HSBC's, client-facing employees provide a higher level of service to their clients by reducing their administrative burden and providing comprehensive planning capabilities, rich decision support and knowledge management. These features, along with extensive simulation and validation capabilities, will make the sales processes client-friendly, professional, FSA-compliant and more effective. Thanks to tools that allow users to quickly and intelligently capture and interpret the client's financial agenda and requirements, HSBC will increase its ability to provide tailored advice.

Graham Hodgkins, HSBC National Sales Integrity Manager said: "Finantix's solution allows us to deliver a class-leading customer experience today, across segments, channels and salesforces. The Finantix dynamic and flexible technical architecture ensures that this solution will continue to evolve and develop with our business needs, future proofing our point of sale systems."

Alessandro Tonchia, co-founder of Finantix, said: "We are proud to be the engine behind HSBC's ambitious response to the recent compliance challenges which will empower its advisors to deliver outstanding service and improve its awareness of client needs. Projects such as this reinforce our longstanding conviction that adopting a holistic approach to clients and financial offerings is the key to success in today's retail banking market."

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