Technology

Finantix Launches New Artificial Intelligence Offering

Tom Burroughes Group Editor 5 October 2017

Finantix Launches New Artificial Intelligence Offering

The offering is designed to slot into legacy or digital wealth management platforms.

The artificial intelligence revolution rolls on.

Finantix, which provides components that are designed to boost sales and advice in financial services, has launched launched Finantix AI Gears for Wealth.

Finantix AI Gears for Wealth includes lead generation, automated client profiling and know-your-client, portfolio and financial planning optimisation, suitability and cross-border rule enforcement, next best action determination, news tagging and content personalisation.

The offering is designed to slot into legacy or digital wealth management platforms.

"With the new offering, Finantix brings Artificial Intelligence to a domain specific context that is easy to implement regardless of the existing  platform, allowing firms to dramatically enhance adviser productivity, quality and compliance of advice, client intelligence and personalisation of their services," commented Alessandro Tonchia, director and co-founder of Finantix.

The firm is holding events in London, Zurich, Geneva and Tokyo to discuss how AI will affect wealth management and the benefits it can bring.

Finantix operates from offices in Asia, Europe and North America.

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