23 May 2018

HSBC rolls out Finantix's CRM software

25 January 2006  |  4653 views  |  0 Source: Finantix

Finantix, the leading vendor of process-oriented, client-centric and sales driven financial components for financial services firms, is pleased to announce that it has successfully customised first phase of software to support the sales and advice processes of HSBC.

HSBC and Finantix have worked together to customise Finantix Components as the core enabler of HSBC's strategy in the area of advice-led sales.

In replacing its existing point of sale system, HSBC has embarked on phased approach and after an intensive customisation and development process, has formally accepted Phase 1 of the software delivery from Finantix.

Finantix' solution will help HSBC's, client-facing wealth management 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.

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."

Comments: (0)

Comment on this story (membership required)

Related company news


Related blogs

Create a blog about this story (membership required)
Visit iliad-solutions.com/visit www.ebaday.com

Top topics

Most viewed Most shared
PayPal agrees $2.2 billion deal for iZettlePayPal agrees $2.2 billion deal for iZettl...
9921 views comments | 16 tweets | 28 linkedin
BBVA begins global roll-out of unified mobile appBBVA begins global roll-out of unified mob...
8731 views comments | 6 tweets | 5 linkedin
Japanese banks join quantum computing hubJapanese banks join quantum computing hub
7389 views comments | 8 tweets | 5 linkedin
SEC lures wannabe crypto investors with fake ICO siteSEC lures wannabe crypto investors with fa...
6905 views comments | 7 tweets | 11 linkedin
Digital banking transformation creating new systemic risksDigital banking transformation creating ne...
6646 views comments | 17 tweets | 22 linkedin

Featured job

Package guide £250-300K

Find your next job