Portfolio Health Check: A portfolio software to win new clients
Imagine you can convince your customers by providing an immediate 2nd opinion on their investments online. With our portfolio software, you can allow your customer to connect his third-party deposit on your website – simply by using their online banking credentials.
You can use the portfolio health check software within your sales process to provide a new kind of customer experience:
Provide your customer one overview about all portfolios at all security deposits and position yourself as trusted advisor for your customers
Benchmark your strategic asset allocation towards the customer’s current portfolio and give your customer concrete recommendations
Generate valuable data about your customer and provoke new investments by showing optimization potentials and next-best actions
Benefits for the bank
- Win customers from your competitor by offering a portfolio transition, deposit opening or deposit moving after the check
- Convert customer to your digital investment service or into an offline advice after the initial check
- Use portfolio health check as a premium service or trigger for a sales impulse
- Gain revenues by triggering transaction in a self-execution environment
- Manage your funnel by knowing the Customer Lifetime Value (CLV) and trigger the right actions at the right time
- Differentiate from your competition and increase your Net Promoter Score (client satisfaction)
What our customers say about our digital wealth management software:
“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
“Always a pleasure to work together with these absolutely professional experts. the fact that the acting persons are also sympathetic made fincite probably so unique.”
Andre Bajorat, CEO figo
“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
”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.”