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Click here to learn how Infinex can help your bank grow. |
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Learn more about the support services Infinex offers to make your retail investment program a success. |
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Utilize powerful on-line tools from Infinex to maximize your bank's productivity.
Infinetonline is a
powerful client relationship management system designed to provide Wall Street sophistication to the customer-friendly banks of Main Street. It offers a technology platform to manage a range of essential tasks-including contact management, financial planning, marketing and compliance-with the flexibility and functionality banks need to successfully compete.
Infinetonline is capable of managing customer activity from point of referral through the account opening process. A powerful financial planning module gives investment executives a useful tool for providing quick snapshots as well as comprehensive plans for your customers. Plus, it enables the up-to-the-minute reporting necessary for ongoing evaluation and management. Built from the ground up to meet the specific needs of the entire bank, Infinetonline provides all the tools needed to increase the productivity and efficiency of your investment program.
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