Rothschild Bank revamps client advisory with Finantix tech
Finantix, a specialist provider of sales and advisory software to financial institutions, is implementing its digital suite at Rothschild Bank.
Finantix says its tools will “empower Rothschild Bank’s client advisers in their daily activities, support regulatory compliance of the advisory process and enhance digital client collaboration”.
The project started in January 2017 and is ongoing, led by the vendor’s professional services team in Switzerland.
“Desktop and tablet tools will ensure a fluent, business friendly support of both bankers’ and customers’ daily activities,” Finantix says. Meanwhile, the software’s “engine will power much of the behind-the-scenes work and processes, reducing admin time so that advisors can focus on customers”.