ESG regulations cause high effort for financial service providers and companies – New data hub openESG provides targeted relief
fino founds the open data hub openESG together with Envoria and PPA Technologies. The data hub is designed to support financial service providers and large companies in implementing the complex ESG reporting requirements resulting from the EU Green Deal.
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 […]
Personal & digital: Hybrid consulting as a successful tandem in the insurance business
Our Managing Director Aleksandar Jeremic explains in a specialist article published on the portal Versicherungsbote how brokers can successfully counter the digital competition with hybrid consulting:Â READ ARTICLE
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: https://www.bca.de/wp-content/uploads/Insider/insider-0122/56/
CURE integrates fino access to account into its “Intelligent Banking for Healthcare Professionals” solution
With CURE Finance, we have gained a new customer for our Universal Bank Access module. The company is currently working on a platform on which practice owners can have a holistic view of all financial data and manage it individually in the context of their practice’s respective situation. In addition to banking, controlling and accounting, […]
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 […]
