Landau in der Pfalz / Kassel. GenoData, an IT service provider for cooperatives as well as the financial sector, and fintech fino have entered into a cooperation. The result of this collaboration is called finDATA-Cockpit, a new solution that provides concrete sales impulses in the context of financial consulting. To this end, fino-Cockpit uses artificial intelligence to analyze the account transactions stored in GenoData’s GDix CRM system in real time and then makes the result available as an encrypted PDF file. Financial advisors thus receive an aggregated, detailed overview of the customer’s current financial situation and save time when preparing appointments. Business and private customers, in turn, benefit from time savings through the digital process as part of the advisory process and receive appropriate product recommendations based on their particular situation.
With the integration of fino-Cockpit into the GDix solution, the available sales data from the CRM system is called up by the consultant after customer consent. Alternatively, a link can be provided to the customer. By entering the netkey and after successful legitimation, the data can also be transferred to fino-Cockpit via PSD2 interface. This allows additional bank details to be taken into account in the analysis. The transaction data is analyzed using the innovative fino-Cockpit software solution and the result is then displayed in the GDix solution. Consultants thus receive a clearly structured, comprehensive insight into the financial situation of their customers. In particular, income and expenses, information on their liquidity and asset accumulation, existing loans and credits, as well as details on contracts, insurance policies and securities portfolios are taken into account.
Bernd Frese, Managing Director of GenoData EDV-Systeme GmbH, says: “fino is known for its digital account switching and has high-level knowledge of analyzing payment flows. We at GenoData have our core competency in managing data for identifying exact customer needs as well as for data-driven interactions in sales. We have now combined these core competencies of both companies in the finDATA Cockpit solution.”
Aleksandar Jeremic, Managing Director of fino digital, adds: “In appointment preparation and consulting, a quick and clear view of the respective situation of private and business customers is often missing. With finDATA-Cockpit, we have solved this challenge without interrupting the usual consulting process or requiring users of the GenoData platform to carry out complex IT integration. Instead, they have a solution at their disposal that can be used immediately, enables high-quality product proposals for customers, and significantly relieves advisors of the burden of preparing appointments, leaving them more time to serve their customers.”
More information about fino-Cockpit: www.kontoanalyse.de
About GenoData EDV-Systeme GmbH:
Founded in 1992, GenoData is a mid-sized IT services company for cooperatives and the financial sector. A dynamic team of 50 technology experts, experienced consultants, strategists and, passionate forward thinkers and enablers.
With solutions in the areas of data management, process management and business intelligence, GenoData accompanies and supports its customers in digitization, from conception to implementation. The data management “GDix” enables the company to leverage the full potential of its data. Using state-of-the-art interface technology, the data is thus available for further processes, analyses and applications.
GenoData is rooted in Landau in southern Rhineland-Palatinate. The company has a broad network and is always where its business partners are: With its feet firmly on the ground and its head already in the future. Further information: www.genodata.de
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GenoData EDV-Systeme GmbH
Mobil: +49 171 969 9650
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. Weitere Informationen: www.fino.group
fino run GmbH
Tel.: +49 172 6377881