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Changes in customer needs due to digitalization, increased competitive pressure from new competitors, and constantly tightening regulatory requirements are increasing the complexity of the advisory process. This complexity can be countered by optimized processes that focus on the customer, a revised range of products and services, and innovative systems and cockpits. Our specialists support you in the conception, implementation and introduction of a holistic consulting approach.

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Regulatory issues

The constantly tightening regulatory requirements affect all areas of a financial institution. A professional analysis and structured support of regulatory changes form the basis for the successful implementation of these projects.

Modular Advisory Components

Modular Advisory Components deals with the development of modular components for investment advisory services to create digital capabilities and business processes that are fully customisable and easily integrated into existing IT landscapes.

Sustainable Finance

ESG risks and opportunities need to be managed with a clear strategy, aligned processes and suitable products, while meeting regulatory requirements. finalix has an in-depth understanding of ESG

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