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:
Self-Execution Onboarding
100% digital account opening & flexible questionnaire
Automated risk profiling
Our software does the risk profiling for you - without paperwork
KYC process
Easily capture key customer information, such as: Contact details, tax information, identity verification or political exposure.
E-Signature & Contract
Completion Online signing and contracting with your customers, including account opening
Workflow for data distribution
Transfer of customer profile to custodian banks and CRM systems
Advisor-Guided Onboarding
Guide your customers through your individual onboarding process
Risk profiling
MiFID-2 questionnaire that combines your clients' experience with product offerings
KYC process
Questionnaire on the mandatory onboarding and KYC processes incl. opening of a digital account by connected custodian banks
Your advisory process
Individualized process thanks to existing custodian bank connections and digital signature
Easy IT integration thanks to SaaS
As a turnkey frontend & backend product via Rest APIs
Self-Execution Onboarding Process
Easy questionnaire
The onboarding process for digital challengers is designed specifically for end users - easy to understand and short enough for your customers to complete.
Status tracking
Your customer always keeps track of the current process step - and knows at any time what needs to be done and what step comes next.
Risk visualisation
Thanks to our gamification approach, it has never been easier to show your customers their personal risk.

Advisor-Guided Onboarding Prozess
Knowledge and experience
Request "knowledge and experience" with an easy-to-understand onboarding questionnaire.
Onboarding of bank accounts via PSD2
Include your clients' demand deposits and reference accounts for future deductions as part of the onboarding process.
Investment reporting
Automatic summary of investment recommendation to your clients.

Benefits our Customer Onboarding Software
Best-in-Class UX/ UI
Paper-less
High Conversion Rate
SaaS connection
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.

Dirk-Jan Schuiten
CEO Prospery
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
We are glad to have the tech experts from Fincite as our partner.

Jurgen Vandenbroucke
Managing Director at everyoneINVESTED
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.

Marc Sattler
BCA & BfV Board Member
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!

Andrew Trythall
Product Owner Prospery / Kendu
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.

Christian Kammler
Sales Manager Refinitiv
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.

Milenko Radic
Geschäftsführer Msg life
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.

Iven Kurz
CEO Evergreen
OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.

Nicholas Ziegert
CEO W&Z FinTech OWNLY
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.

Sebastian Napiralla
Director Lampe Asset Management
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.