Taking Advice Up Another Level At Finfox

Please explain what you think makes your firm successful in its chosen field?

We are a Zurich-based wealthtech firm. Our core product is Finfox, a full-service hybrid investment advice solution for banks, advisers and their clients. Thanks to intelligent business logic, a consistent data set and full omni-channel capability, our software makes the advisory process a high-quality, regulatory compliant and seamless experience across all client touchpoints.

With over 35 years of expertise under our belt, we have a deep understanding of complex business requirements as well as broad know-how in designing clientcentric solutions and implementing individual configurations.

Zurich-based development team that consists of personalities with the most different roles and backgrounds.

Lots of our employees have been with the company for more than 10 years, some even for more than 20 years.

What do you most like about the wealth management industry, and what do you like the least and would most like to change?

For a long time, wealth management was known for being exclusive and mainly focused on wealthy clients. Digitalisation has changed much of that and has led to a democratisation of the wealth management industry.

Borg Chief Executive Finfox

Private banks, savings banks and Swiss cantonal banks trust in Finfox. We offer solutions for all segments from wealthy to affluent and retail clients.

How do awards such as this make a difference to your firm and your colleagues?

An award like this is a great motivation for us as a company and as a team. It shows that our smart functionalities, customisation options, sophisticated UX and hybrid advice capabilities come together in an outstanding product that resonates in the market.

Where in the world do you operate – are you mainly a domestic player or international?

To date, most of our clients are located in Switzerland and Liechtenstein. However, with our solutions being MiFID II compliant Finfox is also being used for German, Austrian and other international clients.

What does success look like you – can this be measured in hard numbers, or in qualitative ways, or both?

Our software is 100 per cent Swiss made. At the heart of our success is our fully

Today it is much more inventive as before and grants easy access for even small investors to the opportunities that the financial markets have to offer.

Despite these noticeable and far-reaching efforts to democratise the wealth management landscape, a significant part of retail clients still refuses to invest.

As a wealthtech provider, our mission is to simplify the wealth advisory processes. Finfox combines a personalised user experience with a highly efficient set-up for the bank.

As a wealthtech provider, our mission is to simplify the wealth advisory processes. Finfox combines a personalised user experience with a highly efficient set-up for the bank.

Can you sum up the philosophy that sums up your firm/you the best?

Our thought leadership in the area of hybrid investment advice, our eagerness to invest in innovative ideas together with our clients, our highly qualified and committed employees as well as our reliability to deliver as promised are key elements of the Finfox philosophy.