Advisor Software: Automated portfolio rebalancing and optimization

How to leverage the revenue per advisors while reducing the total cost of the advice process? The Fincite Advisor Software offers consultants an...

New Client: Hauck Aufhäuser Lampe          Client Suite Software for effective support of the advisory process

A modern advisory experience: Hauck Aufhäuser Lampe is cooperating with Fincite with immediate effect and will introduce a new client suite - a...

How to make customer onboarding fast & compliant in under 10 minutes!

Too many banks make the onboarding process difficult for new customers. When customers want to open an account or securities account, they often have...

3 Customer Onboarding Conversion Killers and how to avoid them

How can you ensure that your prospective customer completes the onboarding process and that your CAC (Customer Acquisition Cost) and bounce rate...

How to 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...

How to digitize your investment processes to maximize portfolio analytics

Whether it's digital customer on-boarding, online account opening, or automated portfolio optimization, nowadays many processes are manually no...

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...

How to convert savings into investments with the Conversion Engine

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...

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

Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions

Fincite introduces advisory board members

Senior executives form a three-person committee

Digital conversion from wealthy savers to first-time investors