Technology
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.