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 […]
Fintech Überseehub integrates fino contract recognition
Überseehub, a joint venture between Sparkasse Bremen and team neusta, develops banking solutions that help make finance easier for people. The contract recognition from fino-Cockpit is a supporting pillar. In this article, which was published on the portal geldinstitute, you can find out what added value Überseehub was able to achieve with the integration of […]
Gain valuable time for customer consulting with fino-Cockpit
In an interview, insurance consultant Jürgen Hartmann reveals how he uses fino-Cockpit to gain valuable time for his clients.
Using data successfully instead of just collecting it
Insurance professionals can analyze customer data with fino-Cockpit and use the results optimally in consulting meetings.
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, […]
fino enters the InsurTech sector
Kassel. Fintech fino has developed a solution with its Cockpit that takes the advisory process for insurance companies to a new level. This is because it represents a further development compared to solutions based solely on PSD2 interfaces, which offer too little benefit. The key to this added value is intelligent data analytics algorithms that […]
New fino account switching service now with status overview
Kassel. fino further improves customer onboarding for banks and savings banks. To this end, the fintech has added a status module to its new account switching service. This allows new customers to track progress in the completion of all tasks for 90 days. At the same time, financial service providers have the option of displaying […]
bunq revolutionizes onboarding service with fino
Kassel/Amsterdam. The Dutch challenger bank bunq is relying on the Kassel-based fintech fino for its further growth. With the help of its account switching service and account switching assistance, the smartphone bank is now making it easier for new users to switch, thus taking onboarding to a new level. With the fino account switching service, […]
Increased willingness to switch on the part of customers plays into the hands of banks in two ways
According to a survey by credit card company Mastercard, 51 percent of Germans can imagine switching to a digital bank. This opens up great potential for banks to generate additional sales impulses. After all, winning new customers is one thing. But offering them suitable products from their own portfolio is another.
fino provides sales impulses for banks and financial service providers
Kassel. With the Insights Pilot from fino, banks, financial service providers and insurance companies can now meet their customers’ expectations even better. This is because this new service from the fintech company fino analyzes which financial and insurance products customers are already using and provides suitable supplements or points out the need for them. In […]
