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Aachen, March 2024 – aixigo, the leading provider of wealth management solutions for banks and financial service providers, proudly announces its double triumph at the Twelfth Annual WealthBriefing European Awards 2024. Recognized for its innovative contributions to the financial services industry, aixigo has won in two significant categories: "Most Innovative Wealth Management Model" and "Innovative WealthTech Solution B2C".
The WealthBriefing European Awards, renowned for their rigorous independent judging process, celebrate excellence and innovation in the wealth management sector. With nearly 25 years of experience in delivering cutting-edge solutions, aixigo has consistently pushed the boundaries of what is possible in wealth management technology.
aixigo's portfolio-based CRM solution, developed in collaboration with BSI - a leading CRM provider in the DACH region –, has revolutionized the way financial institutions engage with their clients. By seamlessly integrating the BSI Customer Suite with aixigo's wealth management platform, this innovative solution provides advisors with a comprehensive toolset to deliver personalized services efficiently. Advisors benefit from an all-in-one workspace that streamlines customer management tasks, automates regulatory documentation, and enhances collaboration across teams.
Leveraging portfolio data within BSI’s CRM, the joint solution unlocks new opportunities for hyper-personalized marketing and proactive client engagement. Through real-time portfolio health checks and automated segmentation of clients, advisors can identify upselling opportunities and tailor their communications effectively. This not only maximizes revenue potential but also strengthens customer relationships and loyalty.
Delia Steiner, Country Manager Switzerland and Liechtenstein at aixigo, remarks, "The BSI Customer Suite, in combination with aixigo:BLOXX for investment advice and wealth management, facilitates manageable, end-to-end advisory services that are highly professional and meet complex customer requirements. This accolade reaffirms our position as a global leader in wealth management solutions, and we remain dedicated to driving innovation and transformation in the financial services industry."
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
