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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apiax

Integrations

Apiax

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
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

Product Features

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

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Alternatives

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