Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Digital client onboarding in 7 minutes.
Digital client onboarding in 7 minutes.
Digital customer
onboarding in 7 Min.
Digital client onboarding in 7 minutes.
End-to-end onboarding for individual, minor, joint, and business accounts.
End-to-End Onboarding
for individual, minor,
joint, and business accounts.
End-to-end onboarding for individual, minor, joint, and business accounts.
Self-Execution, Advisor-Driven or Hybrid
Self-Execution, Advisor-Driven
or Hybrid
Self-Execution, Advisor-Driven or Hybrid
Self-Execution, Advisor-Driven or Hybrid
E2E digital – No more paperwork!
E2E digital – No more paperwork!
E2E digital – No more paperwork!
E2E digital – No more paperwork!
CRM integration
CRM integration
CRM integration
CRM integration
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding is done!
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks
and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming
and manual tasks. Spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks
and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks
and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks. Spend time on what really matters – your clients.
Efficiency increase
Efficiency increase
Efficiency increase
Efficiency increase
Reduces the average onboarding time by up to 75%.
Reduces the average
onboarding time by up to 75%.
Reduces the average onboarding time by up to 75%.
Bye-Bye paperwork!
Bye-Bye paperwork!
Bye-Bye paperwork!
Bye-Bye paperwork!
From questionnaire to account opening – E2E digital!
From questionnaire to account opening –
E2E digital!
From questionnaires to account opening
– E2E digital!
From questionnaire to account opening – E2E digital!
Mistakes – not here!
Mistakes – not here!
Mistakes – not here!
Mistakes – not here!
Through CRM integration and autofill function, we minimise the likelihood of errors.
Through CRM integration and autofill feature
we minimize the likelihood of errors.
Through CRM integration and autofill function, we minimise the likelihood of errors.
Your construction kit
Your construction kit
Your construction kit
Your construction kit
Digital and flexible – onboarding tailored to your needs.
Digital and flexible –
Onboarding tailored
for your customer needs.
Digital and flexible – onboarding tailored to your needs.
Digital and flexible – onboarding tailored to your needs.
Customer onboarding – smart & secure!
Customer onboarding –
smart & secure!
Customer onboarding –
smart & secure!
Customer Onboarding –
smart & secure!
Customer onboarding –
smart & secure!
Efficient onboarding with automated data collection and legally compliant documents.
Efficient onboarding with automated data collection and legally compliant documents.
Efficient onboarding with automated
data collection and legally compliant documents.
Efficient onboarding with automated data collection
and legally compliant documents.
Efficient onboarding with automated data collection and
legally compliant documents.
Account opening
Guide clients through account and custody opening and pass data seamlessly to core banking and broker.
Natural persons / Legal entities
Master data entry
Profiling and legitimization
Automated document creation
Electronic signature
KYC
Account opening
Guide clients through account and custody opening and pass data seamlessly to core banking and broker.
Natural persons / Legal entities
Master data entry
Profiling and legitimization
Automated document creation
Electronic signature
KYC
Account opening
Guide clients through account and custody opening and pass data seamlessly to core banking and broker.
Natural persons / Legal entities
Master data entry
Profiling and legitimization
Automated document creation
Electronic signature
KYC
Account opening
Guide clients through account and custody opening and pass data seamlessly to core banking and broker.
Natural persons / Legal entities
Master data entry
Profiling and legitimization
Automated document creation
Electronic signature
KYC
Account opening
Guide clients through account and custody opening and pass data seamlessly to core banking and broker.
Natural persons / Legal entities
Master data entry
Profiling and legitimization
Automated document creation
Electronic signature
KYC
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
Our clients about us
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Frequently asked questions
Frequently Asked Questions
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Can CIOS handle complex client setups: natural persons, legal entities, beneficial owners, joint and minor accounts?
How are identification, e-signature and remote completion supported?
Does CIOS comply to EU data residency, security and compliance?
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Which features are available?
How are identification, e-signature and remote completion supported?
Does CIOS comply to EU data residency, security and compliance?
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Which features are available?
How are identification, e-signature and remote completion supported?
Does CIOS comply to EU data residency, security and compliance?
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Which features are available?
How are identification, e-signature and remote completion supported?
Does CIOS comply to EU data residency, security and compliance?
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Which features are available?
How are identification, e-signature and remote completion supported?
Does CIOS comply to EU data residency, security and compliance?
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
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Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
© 2024 Fincite GmbH. All rights reserved.
Follow us on:
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Wealth Management / Financial Planning
Modular wealth
management software
Features fincite • cios
Follow us on: