Tablets are elegant, interactive and efficient. With appropriate apps, they can entirely replace paper and significantly transform the process of how financial advice is delivered.
(PRWeb UK) February 3, 2011
Finantix was awarded “Best of Show” at Finovate 2011. The event took place in London this week. Thirty-six companies from all over the world were invited to demo the most innovative financial technologies available on the market.
Finantix showed Wealth Apps for iPad: a solution that allows advisers to interact with clients more effectively. Wealth Apps support sales conversation with prospects, allowing advisers to present services and products, discover and discuss client needs, and simulate different hypotheses and solutions. It also provides tools to monitor and review the financial situation of existing clients and collaboratively agree appropriate action to take.
“Most advisers still use paper as the basis for discussion in client meetings.” comments Alessandro Tonchia, founder and director of Finantix. “Laptops and traditional software are too clumsy and distracting to support important personal discussions, but tablets are elegant, interactive and efficient. With appropriate apps, they can entirely replace paper and significantly transform the process of how financial advice is delivered. The vote of the 500 attendees certainly recognised this business impact along with the coolness of our apps.”
Finantix has been offering a suite of iPad apps since May 2010. The apps - now in their second release - support the full spectrum of client-adviser interaction: sales dialogues, onboarding and ongoing advice. Important financial institutions have already adopted the solution.
Finantix helps financial institutions sell more and advise clients better. The company's multichannel solutions support front-end processes and client interactions. Finantix tablet apps are built natively for the iPad and can be used to make client meetings more engaging and collaborative. All Finantix solutions share the same enterprise-grade and flexible technical architecture. Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognized by reputable market analysts and blue chip clients for both business and technical innovation in the industry.
For more information, visit http://www.finantix.com.