Delfi Data is a strategic partner for the bank and finance market in Scandinavia. We offer solutions for financial advisors in use by the majority of Norwegian banks.
Our financial advice solution comprises several tools, and gives the financial advisors the possibility to base their advice on the clients’ financial situation and needs. The solution can be expanded with flexible solutions for self-service, efficient interaction between financial advisors and customers, and provides effective distribution of financial products through integration with the bank’s back-end product systems.
Rådgiver PM is our standardised product for financial advice. It offers our customers an effective tool for giving financial advice based on their clients’ needs. The product supports both plain vanilla and specialised financial advice, and is built on our self-developed customisable financial platform.
Delfi Data has extensive experience developing systems and delivering customised solutions for our Scandinavian customers within the financial services industry. Our knowledge and experience allows us to offer services that directly support our products and initiatives.