FinecoBank presents X-Net, the technological platform designed on the cyborg advisory model and developed for its financial advisors.
X-Net is an intuitive and customizable technological platform thanks to which the financial advisor is placed at the center of a system of advanced digital services aimed at simplifying his work and strengthening the relationship with the customer.
The new platform allows the consultant to rationalize work and time in order to focus on his core financial consultancy activity, which the current market context increasingly places at the center of the client's needs.
Paolo Di Grazia, Deputy General Manager of FinecoBank, declares: “With X-NET Fineco confirms its mission as a bank which aims to simplify its business in every area thanks to the fundamental support of technology. The new platform represents one of the pillars of the future consultancy model because it moves in the logic of cyborg advisory which, unlike robot advisory, enhances the centrality of the consultant's role with the essential support of technology."
X-Net provides the consultant with a new generation of digital tools to support their daily work. Among these are distinguished:
– The investment needs tool: a tool that allows the advisor to communicate to the client the existence of a potential need for financial planning linked to one's life goals, from retirement to children's education, and the consequent need to identify an investment strategy to meet it.
– Co-browsing: allows the consultant to share their screen remotely with the client so as to analyze the financial situation together and make the relationship even more efficient and immediate.
– The personalized Homepage: gateway to the platform, it contains all the information to plan and monitor one's business, from budget objectives to overall collection, through the composition of the customer portfolio and personal agenda.
Like all Fineco operating platforms characterized by technological excellence combined with extreme simplicity, X-Net is developed and managed 100% in-house with internal know-how that guarantees high standards of reliability and safety.
