With the role-based and process-controlled Advisor Workbench, advisors maintain an overview of their portfolio and all information about their clients, can initiate advisory processes and perform these efficiently while being supported by the system.

The Finnova Front Suite can be extended as both the starting point and the focus of all important sales and advisory processes – from client and product opening processes to the full advisory processes for investments, financing, tax, retirement, inheritance, and so on.

We use the same modern UI technologies as for the new E-Banking application in the development of the Front Suite in order to create an homogenous user experience.

Furthermore, the Front Suite is designed as a cornerstone for real omni-channel banking. Having the same consistent data available in all channels at the same time is a prerequisite for a seamless transition from one channel to another.

Thanks to the modular structure of the Front Suite, the highly variable requirements of the banks for an advisory solution can be met efficiently. Via the Solution Suite, and with a corresponding service offer, Finnova additionally offers customised solutions for banks that would like to connect advisory and investment solutions popular on the market or supplement or replace managed processes of third-party providers.