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Finantix Inc

Overview:

Finantix is an established provider of client-centric solutions for financial advice, sales and service.

The solutions help banks, insurers and wealth managers attract new customers and maximise the potential of existing ones.
Standard functionality covers advice, origination and transactions for investment, insurance, lending and banking products.

Predefined processes cater to the retail, mass affluent, high net worth and business segments. A business process configurator allows for easy adaptation of the solution to individual strategies, channel approaches and compliance protocols.

All functions and processes are designed for multichannel delivery and are controlled by a set of empowering tools that allows financial institutions to analyze client behaviours, monitor events, design rules based processes and deliver personalized content.
Branch employees, relationship managers, agents, advisors and customers can access the application via browsers, mobile devices and tablets.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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