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What is OLYMPIC Banking System?

Revamping and fine-tuning your operational processes can significantly boost efficiency while addressing the changing needs of your clients. Through the automation and enhancement of these workflows, financial advisors and wealth managers can swiftly adapt their services to align with client preferences. In today's fast-paced investment environment, offering a diverse array of alternative investment choices—including REITs, socially responsible investments (SRIs), ESG-driven strategies, private equity, philanthropy, and cryptocurrencies—becomes crucial for attracting new clients and maintaining loyalty with existing ones. The relationship between clients and wealth managers has notably transformed, with face-to-face interactions becoming less desirable. Still, providing personalized investment advice that takes into account individual risk tolerances, life goals, and personal tastes remains a vital service. In this scenario, it is increasingly imperative to offer sophisticated and customized omnichannel digital solutions throughout the entire client experience to meet their expectations for ease and efficiency. Furthermore, as the financial landscape continually changes, proactively managing and exceeding client expectations will be essential for achieving long-term success. This proactive approach not only fosters stronger client relationships but also positions firms as leaders in the competitive market.

What is Finantix?

Los componentes de Finantix están diseñados para ser utilizados a través de diversos canales de venta y se enfocan en los procesos. Brindan la flexibilidad y las capacidades necesarias para que las instituciones financieras se concentren en mejorar la atención al cliente y aumentar sus ventas. Estos elementos están dirigidos principalmente a instituciones de tamaño mediano y grande, abarcando todos los sectores del ámbito financiero. Ofrecen herramientas efectivas que permiten a los asesores bancarios maximizar su eficiencia y la calidad del servicio que proporcionan. Además, los procesos se adaptan a cada canal gracias a herramientas de gestión de flujo, lo que facilita la automatización de procedimientos estándar y permite personalizar según el canal, el cliente y el segmento en la estrategia financiera. Como resultado, se logra un enfoque más alineado con las necesidades individuales de cada cliente, lo que contribuye a una mejora continua de la experiencia del usuario y fomenta relaciones más sólidas y duraderas.

Media

Media

Integrations Supported

VoiceSpin

Integrations Supported

VoiceSpin

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ERI

Date Founded

1989

Company Location

Switzerland

Company Website

www.olympicbankingsystem.com

Company Facts

Organization Name

PotentiaN

Date Founded

2007

Company Location

United States

Company Website

www.potentian.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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