Financial advice of the future: account and data analysis!

Financial advice of the future and how account and data analysis supports financial advisors at B-Group AG in the process. Digitization in financial services continues to make inroads and a growing number of solutions for financial advisors are available on the market. These include, for example, applications for AI-supported account and data analysis, which help […]

Change of securities account in the blink of an eye

Sparkasse Dachau recently decided to make it easier for its customers to switch securities accounts with our innovative solution. We spoke to Tamino Schatz, responsible for Marketing & Human Resources at Sparkasse Dachau, about the background. Mr. Schatz, please give us a brief introduction to Sparkasse Dachau. Gladly. As a member of the Sparkassen-Finanzgruppe, one […]

B-Group AG opts for account analysis solution “fino-Cockpit” from FinTech expert fino

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 […]

Hybrid consulting as a game changer

In the current issue of BCA AG’s insiders magazine, BCA Board Member Roman Schwarze and our Managing Director, Aleksandar Jeremic, describe how financial service providers can benefit from digitalization in sales:

Traditional structures in banking: the creeping death of business

The banking industry is being put to the test: The Green Party’s call to replace commission-based advice with fee-based advice, which has now been shelved, recently caused a furor. In essence, it highlights a major challenge: traditional banks must continue to fundamentally and repeatedly realign themselves in order to keep up with dynamic competitors such […]

Professional self-direction – an alternative to bancassurance

Our managing director Aleksandar Jeremic has described in a technical article how insurance companies can easily implement embedded insurance offers based on bank transaction data on their own using intelligent solutions such as fino-Cockpit. READ ARTICLE

Liquidity management with Excel – better not for your customers!

The partnership between Deutsche Bank and Google, the introduction of Apple Pay in conjunction with the Sparkassen Girocard, and more intensive cooperation between Mastercard and crypto companies are just a few recent examples. These make it clear: In the Covid crisis, “cooperation between established banks and emerging financial start-ups” has gained in importance, as Sandra […]