Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance customer engagement by organizing frequent interaction and consultation events, consistently advocate for your customer relationships, and aim to boost revenue per customer in a targeted, efficient manner. Finfox serves as the smart software solution tailored for banks, consultants, and their clientele. Utilizing advanced business logic, a unified database, and comprehensive omnichannel functionality, Finfox transforms individual wealth management into a seamless and high-quality experience across all platforms. Both consultants and end users benefit from synchronized access to the same data at every point of interaction, facilitated by standardized business logic and full omnichannel integration. Our corporate blog features expert contributions on contemporary issues and trends in the banking sector's digital transformation. Subscribe to receive new product updates and valuable insights directly to your email. Additionally, we aim to create a community where knowledge sharing and collaboration thrive, fostering stronger relationships among all stakeholders involved.
Description
We specialize in enhancing customer experience consulting, designing employee engagement initiatives, mapping customer journeys, and facilitating organizational transformations. Elevate your market presence by crafting a unique customer experience strategy and effectively implementing it. As a premier consultancy in customer experience, we introduce Customer Types alongside an improved user interface in the Touchpoint Dashboard. This innovative Customer Types feature allows users to create, manage, and associate various customer categories directly within their journey maps, streamlining the process. The upgraded interface simplifies previously complex interactions, enhancing usability for Touchpoint Dashboard users. "Now our users can assign specific touchpoints to all customers, segments, personas, employees, individuals, and any other group they wish to represent," remarked Peter Haid, Chief Product Officer of Touchpoint Dashboard. "I truly appreciate how this feature beautifully and flexibly humanizes customers within the context of their journey maps." This enhancement not only improves user engagement but also fosters a deeper understanding of customer relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
Apiax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
ECOFIN
Country
Switzerland
Website
www.finfox.ch/
Vendor Details
Company Name
Strativity Group
Country
United States
Website
strativity.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
No
Product Features
Customer Journey Mapping Tools
Action Management
No
Attribution Modeling
No
Behavioral Analytics
No
Collaboration
Yes
Customer Profiles
Yes
Data Import / Export
Yes
Predictive Analytics
No
Surveys & Feedback
Yes
Templates
Yes