The financial industry is equipping itself digitally.
After a short but intensive corona freeze, the demand for digital solutions has again increased significantly in recent months.
"The trend towards high quality digitally aided advice is still going strong. Quality of advice is a sustainable factor of differentiation in times, where insurance products are becoming a commodity – whether it is through remote or face-to-face advisory. Naturally, self service solutions such as bots are gaining popularity during these times of crisis as well, as they can aid with cost saving measures by assisting customers with easy matters." CEO Ralf Widtmann
Our holistic advisory solutions are modular and the basis for your individual solution. You can therefore individually combine our products to best support your needs and sales strategy. With now more than 20 products and calculators (from 360° Retirement Planner to Investment Profile) in our modular Advisory Suite, you have the opportunity to exactly digitize the advisory processes that you need.
Our customization starts in the world of algorithms deep in the backend, all the way to your own individual frontend. Whether you need an intelligent chatbot, a self-service solution for your website, your own mobile app or support for your advisors – all our solutions can be customized to your needs.
New Products in the Advisory Suite:
Event Driven Advisory: especially now you are in need as a trust person of trust in every situation in life. Find out more here.
360° Retirement Plannerfor your customers: calculates all three pillars and is a current topic of interest. Find out more here.