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Get rid of your manual workload and excite your clients with a Digital Portfolio Reporting

  Time-eater reporting    Searching for a summer vacation on the web, taking part in a video conference and paying for the groceries conveniently by cell phone. The everyday digital life has already convinced the general public, both...

Digitize your investment processes - with portfolio analytics & intuitive reporting frontends

  Whether it's digital customer on-boarding, online account opening, or automated portfolio optimization,  nowadays many processes are manually no longer thinkable and are gratefully accepted by customers. From the initial skepticism...

Partnership for digital fund management

  Together with PACTA, we will design ready-made standard processes (so-called PACTA workflows) for digital fund management. The first joint project is the legally compliant digitization of investment guidelines for financial institutions.

The Conversion Engine comes to the rescue of banks in their attempt to convert savings into investments

  In an era of low-interest rates and cash piling up on current and savings accounts, banks have tried various tactics to convert the cash hoard into investment fee business. However, if we look at the results, we must conclude that these...

2021 - The year when Robo-Advice finally comes of age.

An Evaluation by Friedhelm Schmitt.   2020 will undoubtedly go down in the history books as an extraordinary year. The Corona pandemic has led to disruptions, upheavals, but also accelerations that could not have been foreseen a few...

Agile Work: Fincite and ING launch podcast „Changemakers"

Changemakers - New Podcast about agile work, with helpful tips, expert interviews, and inspiration for a successful working environment The podcast by ING and Fincite on topics related to agility and new work starts on November 17, 2020....

Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions   In our former blog post, we explained what ESG stands for and how important and beneficial it is to incorporate ESG...

Fincite introduces advisory board members

senior executives form a four-person committee   Fincite started to bring the investment processes of established financial institutions into a new, digital age. In order to build on the successes of the past five years, the...

Digital conversion from wealthy savers to first-time investors

everyoneINVESTED is the wealth tech spin-off of KBC, offering omnichannel investment journeys for life that bridge the digital distance between your clients and your investment solutions. everyoneINVESTED partners with Fincite for mobile...

Financial Health - give your customers security and the opportunity for long-term asset accumulation

    Financial concerns represented in all age groups Especially in times of crisis, the population's concerns about their own economic situation grow. In the younger generation, it is mainly worries about poverty in old age and about...

How a customer-centric reporting can increase your customer engagement.

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought? and “When the product is sold, the best customer is the one who never calls. After the deal is made, the...

KBC spin-off everyoneINVESTED and German Fintech Fincite partner to digitize investing.

  Digital add-ons to be launched in European markets to improve the efficiency of end-to-end digital investment processes of financial service providers. - Leveraging technology to go beyond the status quo- Address the main obstacle of...

How to win clients for digital banking solutions: put the client’s interests first!

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!  We live in an overwhelming world, especially so for banking clients. Every day new apps and opportunities advise on how to invest your...

Fintech 2020 - What You Should Know!

  How will the Fintech year 2020 be? What major events happened in 2019 and still have an impact today? Which new developments can you expect this year? In his evaluation, Ralf Heim, co-founder and managing director of Fincite and Fincite...

How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is built on trust.  The levels of this trust and reliability are often formed over an extended period and sustained by repeating human interactions as well as a solid...

Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulations ever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the other hand, doesn’t resonate with clients on a personal level. Now, what is there to do? Here...

How Software Can Close the Retirement Gap

    Challenges of an aging society and how we can use technology to win the game  It is one of the most pressing financial concerns for most of us: how do I ensure that my savings are sufficient to maintain my standard of living during...

ESG Investments – An introduction to sustainable investments

  ESG Introduction  It is a myth to think that sustainable responsible investing is unrewarding and decreases profits – in fact, it is the opposite. The number of investment funds incorporating ESG factors has been growing rapidly and is...

How to harness the powers of Open Banking

How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage. Open Banking and PSD2 are associated with several problems for banks: costs, loss of data, increased competition,...

5 tasks your investment software can't execute

The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or "online-only" banks. The established players are trapped in legacy systems that are not...