WealthTech Trends 2023
Here are the top 5 highlights of our founder and CO-CEO Ralf Heim. 2022 was a year from which, under normal circumstances, one would first have to...
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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.
Christian Paulus / November 1, 2019
The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking
Aggregation is the beginning of the digital investment advice of the future. While financial aggregation helps the customer to stay on track with his or her finances, it supports the bank to improve customer interaction.
But aggregation also bears analytical potential for a digital investment journey: A 360° view can be the starting point for a portfolio analysis or a calculation of retirement gaps. Using financial aggregation, the bank can identify what is the individual next-best action for each of its customers.
Get a 360° view on the wealth of your customer.
Check the portfolio of your clients at another bank and identify the optimization potential
Generate sales impulses with the knowledge about your customer
In order to provide you with a holistic view of all your clients’ assets we offer different possibilities for data gathering.
”With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.”
Ronald Tuinenga, Product Owner Digital Investments ABN AMRO
Here are the top 5 highlights of our founder and CO-CEO Ralf Heim. 2022 was a year from which, under normal circumstances, one would first have to...
1 min read
Everyone is familiar with the classic financial advice of today: investment clients make an appointment with their advisor to discuss their personal...
Savings accounts, checking accounts, building society savings contracts, and possibly a share - for the boomer generation, these were often the only...