Rothschild Bank AG has selected sales and advisory software provider Finantix to support its growing advisory business.

The Finantix digital suite of components and engines will help Rothschild Bank AG’s client advisers in their daily activities, support regulatory compliance of the advisory process and enhance digital client collaboration.

Finantix's domain specific and omnichannel engines and components will be fully integrated with the bank’s core banking system, while desktop and tablet tools will help to ensure fluent support of both bankers’ and customers’ daily activity.

Laurent Gagnebin, chief executive officer of Rothschild Bank, said: “We selected Finantix to enable us to deliver on our vision of providing independent advisory services with the optimum mix of personal relationships between clients and their advisers enhanced by the latest technologies.

“By adopting Finantix Components we are ensuring that Rothschild’s client service remains of the very highest quality in this era of rapid digitisation and increased customer sophistication.”

Alessandro Tonchia, director and co-founder of Finantix, added: “We believe tomorrow’s customer advisory solutions will not be driven by data - but by dialogue. And so we are delighted to welcome Rothschild Bank AG, which prides itself on customer service, as a customer of ours. We look forward to a long and innovative partnership.”

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