Press Releases

Finantix and Capco Bring Revolutionary Wealth Management Solution to Financial Advisers and their Clients

Contact
Alessandro Tonchia, +44 207 469 4111, alessandro.tonchia@finantix.com
Robert Akam or Joe Eldridge 020 7400 4480 or email rakam@hanovercomms.com or jeldridge@hanovercomms.com

Finantix, a provider of sales and advice solutions for banks and wealth managers, and Capco, the global business technology consultancy dedicated solely to the financial services industry today announced a strategic initiative which will enable Capco to propose solutions based on the Finantix Wealth Apps to its clients operating in the wealth and investment management space. In turn, Finantix will leverage Capco’s extensive experience in financial services industry consulting to further define, shape and implement this popular product where market demand dictates.

The Finantix wealth management solution, along with the recently released Wealth Apps, will – together with Capco’s consulting and operational transformation expertise – be offered to financial institutions wishing to make adviser–client relationship more collaborative and engaging.

“Capco’s track record in bringing innovative solutions, flexibility and targeted results to fruition is an important complement to our offering. The iPad and other tablets create many significant new possibilities in conducting client meetings, delivering interactive advice, collecting electronic signatures or monitoring client situations proactively. Capco is well positioned to help our clients reap maximum business benefits from these opportunities,” said Alessandro Tonchia, co-founder and director, Finantix.

“Finantix has a demonstrated history of innovation in the wealth management space. With the iPad-based Wealth Apps offering, the company is well positioned to take advantage of the trends towards mobility, greater transparency and improved client experience in the sector. Capco is looking forward to sharing this new approach to client-adviser interaction processes with clients,” said Christine Mar Ciriani, Capco Partner and domain lead, Wealth and Investment Management Europe.

About Finantix
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.

About Capco
Capco, a global business and technology consultancy dedicated solely to the financial services industry. Our professionals combine innovative thinking with our unrivalled first-hand industry knowledge to offer our clients consulting expertise, complex technology and package integration, and managed services to move their organisations forward.

Through our collaborative and efficient approach, we help our clients successfully increase revenue, manage risk and regulatory change, reduce costs and enhance control. We specialise in banking; capital markets; wealth and investment management; finance, risk & compliance; and technology. We serve our clients from offices in leading financial centres across North America and Europe. To learn more, visit our web site at capco.com.

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