Kassel, Regensburg. B-Group AG, which specializes in financial planning, has launched a partnership with the BaFin-certified FinTech company fino. With immediate effect, B-Group AG advisors can use the fino-Cockpit solution, which gives them a complete view of their clients’ financial situation. To do this, the product uses artificial intelligence to analyze customers’ account transaction data in real time and then makes the result available as an encrypted PDF file.
The advantage of fino-Cockpit is that it integrates seamlessly into the consulting process and requires no programming or implementation effort. The advisor sends a link to the individual financial check together with the invitation to the meeting. The customer logs into his online banking easily and securely as usual and enters his access data in the protected area. Then fino-Cockpit, which complies with the PSD2 directive, uses intelligent algorithms to analyze the customer’s account transaction data in the shortest possible time to determine existing contracts and incoming and outgoing payments. The customer then receives the evaluation result as an encrypted PDF file. This provides a comprehensive overview of the customer’s financial situation, without the need to painstakingly search through existing contracts and other receipts for income and expenses. The customer then has the option of making the analysis available to his advisor so that he can prepare individually tailored offers and present them directly during a personal meeting.
Combining digital conversation preparation with personal consulting
Dipl.-Kaufmann Christian Schmid, CEO of B-Group AG, explains: “On the one hand, our customers still do not want to do without personal competent consulting. On the other hand, they expect processes detached from paper and pencil, which therefore include digital components. fino-Cockpit perfectly combines the analog and digital worlds and generates added value for both the customer and the consultant. Above all, this includes an increase in efficiency on both sides.”
Aleksandar Jeremic, Managing Director of fino digital, adds: “With fino-Cockpit, this kind of hybrid consulting can be implemented without any additional effort; our solution can support discussions with both new and existing customers. During an initial acquisition meeting, the consultant gains a comprehensive insight into the prospect’s financial situation without having to work through various folders in advance. During regular annual meetings, which are commonplace in financial consulting, updated data helps to realign investments made, for example, if the customer’s income situation has changed.”
About B-Group AG:
B-Group AG was founded in 2003 and has its exclusive focus on financial planning. It is completely independent of outside capital providers and / or other companies and, with more than 30,000 private and over 600 corporate clients as well as 50 active and former professional athletes, is now one of the leading companies in its sector nationwide. The B-Group AG team currently consists of almost 80 employees spread across more than 20 locations throughout Germany and includes advisors, all of them trained bankers, specialists in the areas of insurance, provision, financing and investment, as well as office staff.
Further information: www.b-groupag.com
Press contact:
B-Group AG Financial Planning
Martina Feigl
Hoppestr. 6
D – 93049 Regensburg
Tel.: +49 941 20864380
Email: info@b-groupag.com
Über fino:
The fintech company fino was founded in 2015 and develops products and services that optimize business processes in the area of finance. More than 100 employees work every day to ensure that the fino motto “Less finance – more you” becomes a reality for more and more companies and private individuals. Among other things, companies benefit from easier provision and management of their invoices, account information and payment flows. The analysis of these also helps them to make well-founded business decisions. Financial institutions, in turn, can offer their customers modern, fast solutions with fino’s products. Reference customers and partners include savings banks, VR banks, DATEV, Miles & More and Schufa.
Further information: www.fino.group
Press contact:
fino run GmbH
Björn Kahle
Universitätsplatz 12
D-34127 Kassel
Tel.: +49 561 4745240-0
Email: press@fino.run
good news! GmbH
Nicole Gauger
Kolberger Straße 36
D-23617 Stockelsdorf
Tel.: +49 451 88199-12
Email: nicole@goodnews.de
www.goodnews.de
