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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

The landscape of consumer shopping habits has evolved significantly, leading customers to anticipate a seamless experience regardless of the shopping channel they choose. As customer expectations rise, businesses find themselves under increasing economic strain, necessitating a delicate balance between outstanding service and profitability. To achieve this, companies must efficiently manage and optimize all omnichannel processes from a commercial standpoint. Creating a unified shopping experience across various channels demands the integration of all operational systems. This integration often presents a challenge, as it requires harmonizing traditional in-store processes with modern e-commerce systems and a host of emerging procedures and technologies. Ultimately, the success of an omnichannel strategy hinges on the ability to innovate while respecting established practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

ActiveScale No 
Apiax Yes 
IdoSell No 

Integrations

ActiveScale Yes 
Apiax No 
IdoSell Yes 

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) Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

ECOFIN

Country

Switzerland

Website

www.finfox.ch/

Vendor Details

Company Name

Bertelsmann

Founded

1978

Country

Germany

Website

www.arvato-systems.de/portfolio/loesungen/digital-commerce/aroma-unified-commerce

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

Order Management

Back Order Management Yes 
Catalog Management No 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

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