Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation

  • Wealth Management
  • 31.03.2020 09:20 am

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, has been named a Strong Performer by Forrester in its report, The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020.

The report evaluates providers of digital wealth management platforms against rigorous criteria. It covers customer experience, and how platforms leverage AI, as well as data and analytics.  It is designed to help eBusiness and channel strategy professionals select the right provider for their needs. 

Finantix received the highest score possible (5) in the product configuration and catalogue category.  According to the report “Finantix Components is a good fit for EMEA and AP financial institutions looking for strong AI capabilities and the ability to deliver in multiple geographies in multiple languages”.

Christine Ciriani, Chief Commercial Officer for Finantix, said: “We are delighted to have been recognised by Forrester among the most significant digital wealth management platforms and as a Strong Performer in this new report. We believe this highlights the attention to detail we pay to prioritising customer experience and the quality of our front-end capabilities more generally, and the importance we give to providing wealth managers with best-of-breed AI, data management and analytics services.” 

“At a time when many organisations have had to rethink their working models, having a strong digital wealth management platform has become more important than ever. Both wealth managers and clients need to collaborate seamlessly and, especially in the context of recent affairs, have continuous access to high quality, insightful information so they can make better informed evaluations.”

“We recognise this and our digital solutions have been built to deliver a frictionless user experience and to allow wealth managers to provide clients with relevant, personalised product offerings at the right time. Our powerful enterprise-grade architecture enables intelligent client engagement, in-context collaboration and digital personalised advice across multiple channels and geographies using the same infrastructure. As a Strong Performer in this space, Finantix believes it is well placed to help banks meet the challenges the current climate poses.”

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