New customers visit your website but do not interact with you?
Your customers want fast responses, 24/7
availability & simple digital services?
The wishes, dreams and goals of your customers
should always be at the centre of the advice?
Fast, interactive checks at the highest level
The main advantages at a glance:
What could be better than asking your customers about wishes, dreams and goals? Many of them require financial means and thus good financial planning. Provide your customers with the opportunity to fill in the intuitive planner on your website. It collects, prioritises and budgets their wishes & goals and you can prepare the next counselling session on that basis. For example, also with the help of our Portfolio Planner (see below).
Another example is our "risk analysis", which can be used on the website for an initial analysis or in the form of a chatbot to determine the needs of customers. What risks do I have and how do I protect myself for the future? Do I even have the right insurance policies for my needs? Your customers are guided through an intelligent questionnaire and then receive a transparent, comprehensive insurance recommendation based on their objective risks, subjective needs and risk preferences. They then seamlessly connect with advisors or sign up for the appropriate insurance directly on your website.
With the help of the new Portfolio Planner, you can identify the optimal investment portfolio - based on the risk tolerance, interests and needs of your customers. An intelligent algorithm creates a proposal from a set of available investment funds that you can deposit individually. This is based on the investor profile, selected investment themes and ESG criteria to be considered.
At this point, we would like to thank our cooperation partner, FAIT Internet Software GmbH, which develops software for portfolio comparisons, analyses, optimisation and reporting for financial service providers. FAIT also focuses on digitalisation projects and end consumer applications in the securities sector. We are happy that the cooperation has resulted in such a great first product. We will keep you informed about the next steps!
Fintech Week 2021
At this year's FinTech Week Vienna, riskine, together with the law firm Freshfields Bruckhaus Deringer, hosted a workshop on "IDD and the customer-centric advice of the future". The summary in the form of a presentation is available on request at email@example.com.
riskine is now a member of the Insurlab Germany
Newest team members
We are very happy to welcome Bernhard Anesi as new Product Manager for PCA and Viktoria Hinz as new Junior Key Account Manager to the team. We are also looking for smart Product Managers and Developers to shape the future of financial advice with us - click here to see our vacancies.
We are looking forward to many exciting projects and new product initiatives with you!
Your riskine team