FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with the software ensuring regulatory compliance every step of the way.

FinfoxTouch can be used on a projector in the conference room, on a tablet in the customer’s home or via screen sharing with a corresponding third-party application. Simplified presentation allows a new kind of digital customer experience.

Benefits at a glance:

• Simplification of processes
• Up-to-date assurance
• Direct modification options
• Clear presentation
• Regulatory compliance