List of Finantix Digital Financial Platform Customers
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Since 2010, our global team of researchers has been studying Finantix Digital Financial Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Finantix Digital Financial Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Finantix Digital Financial Platform for Asset and Wealth Management include: HSBC, a United Kingdom based Banking and Financial Services organisation with 212409 employees and revenues of $67.40 billion, Deutsche Bank Germany, a Germany based Banking and Financial Services organisation with 40308 employees and revenues of $34.02 billion, Allied Irish Banks, a Ireland based Banking and Financial Services organisation with 10469 employees and revenues of $5.75 billion, Rothschild & Co, a France based Banking and Financial Services organisation with 4600 employees and revenues of $3.10 billion, Itau Private Bank Zurich, a Switzerland based Banking and Financial Services organisation with 80 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using Finantix Digital Financial Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The Finantix Digital Financial Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Allied Irish Banks | Banking and Financial Services | 10469 | $5.8B | Ireland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2008 | n/a | Allied Irish Banks implemented Finantix Digital Financial Platform in 2008 as part of its Wealth Management Programme in Ireland. The deployment used Finantix component-based front-office technology, with first implementation phases going live in Q4 2008. The engagement targeted Asset and Wealth Management capabilities across AIB's wealth operations, focusing on front-office modernization for relationship managers nationwide. The implementation scope included holistic client view, portfolio monitoring and advice-led sales functionality for relationship managers, implemented as modular Finantix Digital Financial Platform components. Rollout was phased through the Wealth Management Programme, with configuration centered on front-office workflows, client relationship management and portfolio surveillance modules. Governance aligned to programme delivery, using staged releases to coordinate business adoption and operational change. | |
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Deutsche Bank Germany | Banking and Financial Services | 40308 | $34.0B | Germany | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2019 | n/a | In 2019, Deutsche Bank Germany implemented the Finantix Digital Financial Platform within its Asset and Wealth Management practice to introduce an AI-powered KYC capability into its wealth business. The engagement was announced in mid-2019 and the initial deployment covered Deutsche Bank Wealth Management operations in Germany. Implementation centered on the Finantix Digital Financial Platform's AI-driven KYC and onboarding modules, configured to automate client onboarding and client due-diligence workflows for regulatory KYC processes. Functional emphasis included machine learning assisted identity resolution, document analysis, and orchestration of KYC checks to be embedded into front office advisory workflows. Operational scope targeted the wealth management front office and associated compliance processes, aligning automated onboarding and due-diligence with advisory teams and compliance review. Rollout was planned to expand to other regions, for example the US, indicating a phased regional deployment approach beyond the initial Germany implementation. Governance and process adaptation focused on centralizing regulatory KYC and onboarding automation and introducing automated decisioning into front office workflows, with staged rollouts and regional planning documented during 2019. | |
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HSBC | Banking and Financial Services | 212409 | $67.4B | United Kingdom | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2019 | n/a | In 2019, HSBC Private Banking deployed the Finantix Digital Financial Platform to build a new global client wealth management portal, with the initial rollout targeted to the U.K. This work addressed the Asset and Wealth Management needs of HSBC Private Banking and was publicly reported in July 2019. The implementation used Finantix Components to assemble front office client portal and advisory functionality, delivering omni device access to account views, portfolio information and analytics. The Finantix Digital Financial Platform was configured to surface portfolio analytics and advisory workflows in a single client-facing interface, reflecting common Asset and Wealth Management functional patterns. Operational scope centered on HSBC Private Banking front office teams, with the U.K. serving as the first market for portal access and advisory services. The deployment emphasized a component based architecture to support a global client wealth management portal, enabling repeatable rollout to additional markets. Governance and rollout were structured around a staged market approach beginning in the U.K., aligning portal capabilities with private banking advisory processes. The public reporting in July 2019 confirms the implementation timing and the intended global scope for the Finantix Digital Financial Platform within HSBC Private Banking. | |
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Banking and Financial Services | 80 | $20M | Switzerland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2015 | n/a |
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Banking and Financial Services | 78 | $18M | Switzerland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2015 | n/a |
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Banking and Financial Services | 4600 | $3.1B | France | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2017 | n/a |
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Buyer Intent: Companies Evaluating Finantix Digital Financial Platform
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