Portfolio Health Check

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.

Fincite Software Digital Wealth Management

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)
Fincite Software Digital Wealth Management
What our customers say about our digital wealth management software: