Modular Customer Onboarding Software
Self-Execution or Advisor-Guided
Delight your customers and advisors with a paperless, fast and easy implementation of the legally required KYC process. When completed, our software enables digital account opening through connected custodian banks.
Key Features our Customer Onboarding Software
From the first click to the account opening in max. 9 minutes!
High conversion rate thanks to "Happy Moments Approach"
Also available as hybrid version (on- and offline)
2 Options for your Onboarding Process:
100% digital account opening & flexible questionnaire
Guide your customers through your individual onboarding process
Self-Execution Onboarding Process
Advisor-Guided Onboarding Prozess
Benefits our Customer Onboarding Software
Best-in-Class UX/ UI
High Conversion Rate
Individual KYC questionnaire
MiFID 2-compliant risk profiling
Digital account opening
Choose your identification provider
Our client's opinions:
The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.
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.
We are glad to have the tech experts from Fincite as our partner.
The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.
Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!
With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.
Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.
Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.
OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.
Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.
Your WealthTech Experts
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Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.
Personal demo on request.