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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Apiax Yes 

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 

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