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 advisors obtain information about their clients’ current financial situation in real time in order to make suitable product suggestions as a result.

This potential has also convinced B-Group AG. It has therefore decided to provide its advisors with our account analysis solution fino-Cockpit. This makes it even easier for them to meet their customers’ increased expectations regarding individual, custom-fit product recommendations, while at the same time significantly reducing the time and effort required to prepare appointments through innovative technologies. Dipl.-Kaufmann Christian Schmid, CEO of B-Group AG, explains the background in a blog post: Read on here.