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Re-Defining Performance

Office: 8/F, The Columbus Building
Westferry Circus
Canary Wharf

Our Vision

Our vision is a future where wealth managers, insurers and banks can realise every client’s aspiration of a differentiated, digital and dynamic experience.  By injecting artificial intelligence into a comprehensive yet modular platform, our proven technology enables all key actors to offer personalised and frictionless levels of service reliably and fast.

By injecting artificial intelligence and deep sector knowledge, Finantix enables Wealth Managers, Insurers and Banks to develop and nurture client relationships, to consolidate client knowledge and intelligence, to deliver insightful and compliant advice, to generate continuous analytics and decisioning support.

Our component based approach cuts deployment cost. Our single platform for broad digital advisory functions reduces integration. Our flexible architecture is enterprise ready and highly scalable. Our deployment happens at pace while protecting client ownership of critical projects.

What We Do

We accelerate, with enterprise-ready, out-of-the-box solutions and highly configurable components, to deliver frictionless new services reliably and fast

We digitalise, with a proven technology stack that’s constantly evolving to exploit cutting edge developments, including AI and real-time analytics

We enrich, driving increased sales efficiency and advisor effectiveness, compliant and intelligent customer engagement, and ability to increase loyalty and market share

Deep Domain Expertise

Wealth Management

We unlock clients’ and prospects’ potential. Holistic, omni-channel wealth management powered by our trusted Finantix platform accelerates ability to deliver insightful and compliant advice, to boost sales and servicing effectiveness, offer impactful products and streamline decisioning support


We empower Insurers and their intermediaries to bring new or reconfigured products to market faster, engage meaningfully with customers across all points of interaction, make sale closing possible on any device and transform the distribution, sale, application, and underwriting process into an end-to-end digital experience. All this through with a solid and proven API First platform


We deliver a personalised digital banking journey, while dramatically reducing costs and inefficiencies. Whether the customer touchpoint is self-service, collaborative, via contact-centre, adviser-led or teller based, we consistently and compliantly transform functional transactions into rewarding interactions, based on deep customer insight and frictionless process.

What We Enable

With an enterprise-ready, modular and highly configurable platform and pre-assembled solutions, we combine logic, knowledge and insights to deliver frictionless services in a productive, reliable, compliant and tailored way. We drive:

Engagement & collaboration​

Digital enabling attended, self-service, hybrid user journeys across channels and device

Sales & advice​

Intelligently identify, onboard and nurture client relationships and deliver insightful and compliant advice​

Servicing & product management​

Construct and maintain impactful products, streamline decisioning support and make origination, execution and management productive and fully compliant.

Insights & actions​

Steer sales, advice, services and compliance strategies and operations with AI-driven insights and analytics​

Client & product data hub​

Rich, augmented, aggregated  and consolidated customer profile, positions and intelligence​

Extended, content-rich products, solutions and services product catalogue and content hub.

Fast Facts

• 20+ years’ experience • Implemented successfully in over 40 countries • Deep financial industry domains expertise • Modern and flexible technology • Dynamic R & D culture • Backed by Motive Partners

About Finantix

For over two decades, analysts have recognised Finantix as the leading provider of trusted technology to the worldwide financial industry. Applying deep sector knowledge, we empower Wealth Managers, Insurers and Banks to attract and engage prospects and clients and grow personalised whole life relationships.

For customers in 45 countries, we offer highly componentised, future-proof, integrated, multi-channel, end-to-end and point solutions with out-of-the-box accelerators.  By injecting artificial intelligence into comprehensive client and product hubs, we enable compliance enforcement, sales productivity, onboarding efficiency, advice effectiveness and customer intelligence: delivered as services that help turn routine transactions into valued and collaborative interactions. Our flagship solution is proven across multiple devices, languages, currencies and jurisdictions. We operate from offices across Europe, North America and Asia.

Technologies for New Client Acquisition

This paper examines what New Client Acquisition will look like for leading wealth managers. lt compares firms’ digital priorities and use of digital tools. And it explores potential options as they move to accelerate growth, both through new channels and by application of technology to current acquisition methods. Please download this free white paper to read more.


Office: 8/F, The Columbus Building Westferry Circus Canary Wharf London

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