We digitize your
With our individual software solutions for banks & asset managers, we provide you a state-of-the-art investment offering with both: a user-friendly UX design (frontend) and quantitative algorithms (backend). Our track record of successfully carried out projects safeguards a high project quality delivery and a fast go-to-market.
Discover how we establish innovative investment solutions tailor-made to your challenges and contact our #WealthTech experts for a personal demo!
1. Your Challenges
In today's financial industry most institutions struggle with:
Finding one-stop Solution
Turning savers into investors
Creating a Sustainable (ESG) product offering
Decrease of margins
2. How we respond to your Challenges - the Fincite approach
Decrease effort & costs
- Smooth & 100 % digital Customer Onboarding
- Reduction of steps per transaction
- Transparency of cost effects on investments
- Highlighting business opportunities for advisors
- Automation of reporting processes
Increase loyalty & revenue
- Integration of alternative investments (ESG, crypto, etc.)
- Smart portfolio checks - Automized recommendation for portfolio optimization
- Goal-based investing - Highlighting business opportunities for advisors
- Integration of regulatory affairs
- Tradability of Non-Bankable Assets
3. Our solutions
With Fincite’s Hybrid Robo Advisor, you can advise your clients automated and individually at high speed.
Configure strategies, investment restrictions and generate individual offers for your clients efficiently.
ESG Investment Software
With our ESG investment software, we empower Financial Institutions to offer their clients a comprehensive ESG investment service.
Financial Home - Asset 360
Connect accounts from different banks, real estate, pensions and other assets with market data to create a holistic view.
How we work together with our clientsAt Fincite we create your innovation together! Following a simple but bulletproofed structure to combine your financial expertise with a state of the art digital mindset and IT infrastructure.
- Defining vision, goals, positioning
- Identification & Ideation
- Developing User Journeys
- Facilitating Workshops with Users
Concept Validation (POC)
- Designing Wireframes
- Performing a technical Feasibility Study
- Checking Core Success Factors
- Designing the User Interface
- Usability Testing and Iterative Improvement
- Development with Agile Management and SCRUM Mode
- Monitoring and quality control
- Adjusting and optimizing
Feedback from our clients:
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 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 of our clients’ customers, by leveraging Thomson Reuters´ strong data capabilities with Fincite`s 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.