Financial HUB s a collaboration and sharing platform designed to meet the demands of financial intermediaries (banks, SIM, SGR, etc.) of whatever size. It is a sort of digital operational dashboard consisting of various modules perfectly integrated with each other and as such, is flexible and adaptable to the most varied demands.

Financial HUB enables to increase operational efficiency as it facilitates the transmission of information between the banking institution and its territorial/consultant network.

The platform can be also be used on mobile devices and perfectly integrates with the finance back office application from where it can retrieve the customer positions that are to be analysed and with which it interacts for executing market orders.


Financial HUB, besides facilitating the proactive collaboration with its consultants / local networks, enables to:

– share documents between headquarters and peripheral units;

– set up interviews for managing trouble ticketing;

– develop investment proposals with F4A by Fida;

– sell products and sign contracts digitally;

– access a broad financial database (MFweb);

– make use of video-collaboration and chat tools, even on the move.


The portal enables to streamline the management and organization of operations.

The use of modules dedicated to Advanced Consulting facilitates the decision – making process as regards portfolio investment, construction, monitoring and analysis, while providing an advanced and high-performing advisory service compliant with the Mifid II regulation.

By integrating the dedicated BRIO module, banks are able to increase their network efficiency.



Piattaforma di collaborazione intuitiva e flessibile con funzionalità specifiche di supporto alla forza vendita. Video collaborazione, ticketing, documentazione, alerting, calendario, gestione eventi, lancio di applicazioni a supporto dei processi di vendita.




Su tale piattaforma sono disponibili i contenuti dei flussi in tempo reale e delle banche dati gestiti da e-Class. Tali informazioni permettono una qualità elevata nell’analisi del processo di consulenza.




A web front-end interface for both promoter and branch channels; a web portal that acts as a gateway for the sale of banking products and the digital signing of contracts.


This platform enables to analyze portfolios through simulations and optimizations, compare financial instruments by optimizing risks / returns and draw up consultancy proposals compliant with the regulation on financial instruments. Thanks to the application of robo-advisor techniques, the solution facilitates investment planning in consulting mode.




Piattaforma di video-collaborazione, chat, condivisione desktop sino a 25 connessioni contemporanee senza la necessità di scaricare applicazioni.

È nativa nel browser o nell’app del cliente.


• Simplicity, flexibility, good data quality and completeness

• Secure management of sales processes through the work-flow

• Collaborazione e processi di vendita in mobilità

• Tecniche di calcolo e di rendicontazione avanzati

• Facilita i processi di vendita

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