Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online.
In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
11880€/year
Annual licence
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
No
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
Particeep
Founded
2013
Country
France
Website
www.particeep.com
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
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Online Banking
Brokerage
Yes
Cash Management
No
Chat / Messaging
No
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
Yes
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
Yes
Transaction Monitoring
Yes
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
Yes
Customer Portal
No
Document Management
Yes
Insurance Rating
Yes
Marketing Automation
No
Policy Management
Yes
Quote Management
Yes
Reinsurance Administration
No
Underwriting Management
Yes
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
Yes
Product Catalog
Yes
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
Yes
Subscription Plan Management
No
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
Yes