Finvar Corp

Finvar Corp

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  • New Product: Capnote For AI-Powered Financial Data Management

Empower Your Financial Success
In A More Digital World

Get ahead by harnessing digital assets & technology 

for financial work or wealth creation. 

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Case Study
  • WHAT WE DO & WHY​

Finance & Investing In An Increasingly Digital World Are Not The Same

Digitization is an unstoppable trend sweeping across the globe. Financial organizations and investors need to adapt and evolve along with it. Some examples of changes occurring in finance include:

  • New financial instruments such as cryptocurrency
  • New technological opportunities such as AI, Blockchain and Web3
  • Increased importance of customers’ digital experience & app usability
  • Less human intervention & interaction
  • Greater reliance on data and related infrastructure
  • Risk management must adapt
  • More frequent cross border interactions
 

Whilst many financial organizations are aware of the urgent need for digital transformation, the vast majority (>70% according to McKinsey) fail at in-house attempts at digitization. Projects take longer and cost more than expected without achieving target objectives. 

Finvar is here to help! Our technology and services  have been designed to accelerate digital transformation, leading to lower costs, time saved and augmented capabilities for underserved organizations and individuals.

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We Help You Tap Into Industry Growth Trends

“As an independent financial advisor, I found Finvar's solution to be a cost effective and cutting-edge digital experience for my clients. I particularly liked the ability to private-label their platform and customize it to suit my needs. It certainly saved me a lot of money and time building a digital platform.”
Michael Awosemusi
Founder & CEO, Empowerment Financial Advisors

"10 % of tasks in the financial services workforce could be automated by 2025, while 48% could be augmented with technology. Cost savings & productivity gains could deliver up to $140 billion of cumulative value for the North American financial services industry..."

Accenture

"More than $15 trillion in wealth will transfer from older to younger generations by 2030. 42% of younger generations state that digital apps, channels & platforms are the most important criteria when selecting investment providers."



Deloitte & ThoughtLab

"Digitization has become an imperative for banks. Successful digital transformation can lead to better business outcomes, including higher account balances, lower cost-to-income ratios, increased customer acquisition & retention..."


McKinsey & Company

Product Highlight

Generate More Financial Value From Data With Capnote

Capnote is a modern operating system for financial data management. It was created by Finvar to help organizations and individuals process and monetize data. It uses patented technology to automate financial data workflows including the generation of personalized insights for finance & investing. 

Users of Capnote can expect to significantly increase productivity, reduce costs,  bridge gaps in expertise, improve risk management and deepen customer engagement. The platform is even available on a private-label basis and can be customized to achieve specific objectives.  

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