Interactive need analysis and visual financial planning in client meetings using iPad-based apps
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.
About Finanza & Futuro Banca (Deutsche Bank Group)
Finanza & Futuro Banca is the financial advisers network of Deutsche Bank in Italy. It specialises in providing a wide range of financial products. Finanza & Futuro counts more than 1,250 advisers with asset under management of Euro 9 billion. Armando Escalona is CEO of Finanza & Futuro.
More information can be found at www.finanzaefuturo.it
Finantix helps financial institutions sell more and advise clients better.
The company's multichannel solutions support front-end processes and client interactions.
The Finantix tablet apps are built natively for the iPad and can be used to make client meetings more engaging and collaborative. Finantix Apps was recently voted "Best of Show" at the prestigious Finovate event.
Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries.
For more information, visit www.finantix.com.