Finnovest
Curated by SignalClient communication solutions enhancing advisor-client interactions for wealth managers.
Overview
Finnovest offers communication solutions tailored for wealth managers, focusing on the interaction between advisors and clients. The platform enables investment advisory services via mobile devices, allowing for real-time advice and execution. It targets brokerages and banks, aiming to enhance client engagement and transaction volume by enabling advisors to provide personalized recommendations and execute trades for multiple clients at once. Key features of the platform include secure messaging, video conferencing, and integrated client portals, which are designed to promote transparency and ongoing dialogue. Finnovest addresses the challenges associated with limited advisor-client interaction, with the goal of improving service quality and client satisfaction while ensuring data security.
Key facts
- Founded
- 2013
- Headquarters
- Tel Aviv, Israel
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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