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Capita Consulting partners with Finantix to deliver digital solutions for Private Banking and Wealth Management


Finantix, a global provider of technology to the wealth management, insurance and banking industries, has formed a strategic partnership with Capita Consulting, the digital consultancy firm launched by Capita in 2019.Capita Consulting will become a Finantix certified strategic implementation partner in the UK. In this role Capita Consulting will help clients in the private banking and wealth management sectors design and launch a Finantix platform that is tailored to their specific needs.

The Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability. By selecting the right mix from the Finantix Product Suite clients can implement leading digital capabilities for end-to-end wealth management.

The partnership allies Capita’s deep sector knowledge, agile implementation skills and platform expertise with Finantix’s suite of digital solutions. Finantix utilises artificial intelligence for holistic customer intelligence, sales and servicing productivity and individualised omni-device experience, with core capabilities built around advice generation, performance monitoring, investment planning, financial planning and digital content management.

Daniel Giannotti, Partner Lead for Capital Markets and Investment Management, Capita Consulting, says: “I am delighted to launch this exciting partnership with Finantix as part of our broader strategy to bring clients in private banking and wealth management an ecosystem of best-in-class digital solutions. Finantix is recognised as a leading provider of digital wealth management technology and its suite of solutions align to the offerings and expertise we bring clients to help them deliver leading digital capabilities to achieve better outcomes.”

As well as helping Finantix clients select the right mix of capabilities for their needs, Capita Consulting will also advise Finantix on product enhancements across the suite of solutions offered to the UK market.

Alessandro Tonchia, Co-founder and Head of Strategy for Finantix, says: “We’re very pleased to announce our strategic partnership with Capita Consulting. Their expertise in helping clients in private banking and wealth management select the right elements from the Finantix Product Suite for their front and back office, and client focused needs will help our clients grow their businesses and utilise our products to the full. By advising us on product enhancements, Capita Consulting will also help us keep product development in tune with market needs.”

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