We create added value from data
With account and data analytics based on modern AI technologies, we support you in better understanding your customers and their needs.
The insights gained on life and income situation, contracts, loans & credits and much more are processed in a detailed overview, the fino cockpit, and made available to your advisors – making it easy to derive relevant insights and sales potential for your private or business customers, even with new customers!
Our innovative products around account and securities account switching set new standards, because switching has never been easier! The simple integration of the switching products is not only fast, effort-minimizing & success-optimizing – our intelligent rule sets recognize and categorize contracts, payment partners and in this way provide your banking institution & your new customers with guaranteed added value with special additional services.
And by combining our Account Switching Service with our data analytics solution fino cockpit, financial advisors score points right from new customer onboarding with precisely tailored product recommendations, thus supporting high customer loyalty and satisfaction from the very first moment.
With our Open Banking Modules, we have taken account access a step further, combining secure and intuitive Access to Account (XS2A) with groundbreaking data analytics technology that links individual data points into valuable insights, enabling use cases such as credit checks, credit scoring, matching of transaction receipts, receivables management, but also sales impulses.
Automated, forward-looking & transparent
GetMyInvoices digitizes the entire invoice management of companies, saving you time, resources and money. Our software automatically collects invoices from various sources, assigns them to matching bank transactions and, optionally, exports them automatically to your tax advisor or an accounting software. Invoice approval workflows and payments can also be processed easily and centrally with GetMyInvoices.
KanzleiDrive is the DocTech expert when it comes to intelligent and DSGVO-compliant data exchange between tax advisors and clients. The all-in-one platform offers a digital document hub, which is usefully supplemented by functionalities such as the digital signature.
Digital, fast, legally compliant
Obligated parties under the Money Laundering Act must check their customers before concluding a transaction and at regular intervals. This so-called Know Your Customer (KYC) process is often time-consuming and characterized by manual activities.
With KYCnow, SCHUFA and fino combine their strengths in a joint entity – and thus automate and digitalize the KYC process. With the help of KYCnow, corporate relationships are identified, checked and assessed for potential risk in just a few seconds.
Whether in the areas of banking, factoring, financial services, payment services, insurance, real estate or crypto custody: With the help of KYCnow, we make it easy for AMLA obligated parties to comply with legal requirements digitally and automatically.
Property tax and more
As a joint venture of fino & DATEV, we have developed a property tax solution that covers the entire property tax process:
Furthermore, we make online applications for tax property deadline extensions possible and offer online ordering of property tax-related documents.
It all started with GrundsteuerDigital. In addition to the ongoing advancements of our first taxtech application, we are working with our customers on new innovative ideas & solutions to digitalize tax processes and create added value in the taxtech world.