FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario.

FinfoxAdvice can be used for a vast array of applications, from the straightforward presentation of personalised investment proposals through to the autonomous use of the platform for guided self-advice. As a result, you can offer your customers personalised self-services within the bank’s guidelines and actively increase their digital engagement.

Benefits at a glance:

• Investing made easy
• Accessible whenever and wherever
• Everything at the adviser’s fingertips
• Myriad configuration options
• Full omnichannel capability