Mark Nicholson
Senior Vice President Client Experience, Marketing & Communications, Aviso
At Aviso, we've had the pleasure of partnering with Fintex on several strategic initiatives, including the development of our Advisor Hub and Investor Hub. Fintex has consistently proven to be a strong and reliable strategic partner, bringing a rare and valuable blend of expertise across wealth management, product strategy, technology, and digital delivery. What sets Fintex apart is their depth of knowledge in the space and their ability to move quickly with solutions. They have a remarkable talent for breaking down complex challenges into clear, actionable solutions, which has been instrumental in helping us deliver impactful outcomes. Their collaborative approach and deep understanding of our industry make them an exceptional partner, and we truly value the relationship we've built with them.
Chris H.
Technology Executive, Financial Services
The team showcases a deep understanding of wealth management and how to leverage technology to create value for clients, advisors and operations. They have a remarkable ability to build and integrate solutions to overcome the business challenges that financial institutions are facing today - all with a results oriented focus to create long term value.
Aharon Kagedan
Managing Director, Digital Wealth, Tangerine
