FINFOX Pro

FINFOX Pro

ECOFIN
aroma

aroma

Bertelsmann
+
+

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About

Create more frequent customer interactions and consultation events, regularly promote your customer relationship proactively and increase the revenue per customer, individually, efficiently and to the point. Finfox is the intelligent software solution for banks, consultants, and customers. Thanks to intelligent business logic, a consistent database and full omnichannel capability, Finfox makes individual wealth planning a high-quality and consistent experience across all channels. At all digital and physical touchpoints, for consultants and end customers. Banks, consultants and customers look at the same data at all times, thanks to uniform business logic and end-to-end omnichannel capability. In our corporate blog, proven experts write about current topics and trends relating to the digital transformation of the banking industry. New products and relevant insights straight to your inbox.

About

Consumer shopping behavior has changed: Customers expect a consistent shopping experience across all channels. While customers' demands are rising, the economic pressure on companies is increasing at the same time. To deliver compelling customer service across all touchpoints and make money at the same time, companies need to handle all omnichannel processes highly efficiently and optimize them from a business perspective. A consistent, cross-channel shopping experience for your customers therefore requires the dovetailing of all systems. The challenge is usually to link long-established classic store processes with parallel e-commerce systems and numerous new processes and systems.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and organizations seeking a solution providing hybrid investment advice.

Audience

Companies that need an order management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ECOFIN
Switzerland
www.finfox.ch/

Company Information

Bertelsmann
Founded: 1978
Germany
www.arvato-systems.de/portfolio/loesungen/digital-commerce/aroma-unified-commerce

Alternatives

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Contemi Wealth Intelligence

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New Black EVA

New Black EVA

New Black

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Order Management Features

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Integrations

ActiveScale
Apiax
IdoSell

Integrations

ActiveScale
Apiax
IdoSell
Claim FINFOX Pro and update features and information
Claim FINFOX Pro and update features and information
Claim aroma and update features and information
Claim aroma and update features and information