Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Digital client onboarding in 7 minutes.
Digital client onboarding in 7 minutes.
Digital Customer
Onboarding in 7 Min.
Digital client onboarding in 7 minutes.
End-to-end onboarding for individual, minor, joint, and business accounts.
End-to-End Onboarding
for individual, minor,
joint, and business accounts.
End-to-end onboarding for individual, minor, joint, and business accounts.
Self-Execution, Advisor-Driven or Hybrid
Self-Execution, Advisor-Driven
or Hybrid
Self-Execution, Advisor-Driven or Hybrid
Self-Execution, Advisor-Driven or Hybrid
E2E digital – No more paperwork!
E2E digital – No more paperwork!
E2E digital – No more paperwork!
E2E digital – No more paperwork!
CRM integration
CRM integration
CRM integration
CRM integration
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding works!
Error-free & digital–
this is how customer onboarding is done!
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks
and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming
and manual tasks. Spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks
and spend time on what really matters – your clients.
With the fincite • cios onboarding module, you can finally say goodbye to time-consuming and manual tasks. Spend time on what really matters – your clients.
Efficiency increase
Efficiency increase
Efficiency increase
Efficiency increase
Reduces the average onboarding time by up to 75%.
Reduces the average
onboarding time by up to 75%.
Reduces the average onboarding time by up to 75%.
Bye-Bye paperwork!
Bye-Bye paperwork!
Bye-Bye paperwork!
Bye-Bye paperwork!
From questionnaire to account opening – E2E digital!
From questionnaire to account opening –
E2E digital!
The Portfolio Finder brings the customer profile
together with the right strategy.
From questionnaire to account opening – E2E digital!
Mistakes – not here!
Mistakes – not here!
Mistakes – not here!
Mistakes – not here!
Through CRM integration and autofill function, we minimise the likelihood of errors.
Through CRM integration and autofill feature
we minimize the likelihood of errors.
Through CRM integration and autofill function, we minimise the likelihood of errors.
Your construction kit
Your construction kit
Your construction kit
Your construction kit
Digital and flexible – onboarding tailored to your needs.
Digital and flexible –
Onboarding tailored
for your customer needs.
Digital and flexible – onboarding tailored to your needs.
Digital and flexible – onboarding tailored to your needs.
Customer onboarding – smart & secure!
Customer Onboarding –
smart & secure!
Customer Onboarding –
smart & secure!
Customer Onboarding –
smart & secure!
Customer Onboarding –
smart & secure!
Efficient onboarding with automated data collection and legally compliant documents.
Efficient onboarding with automated data collection and legally compliant documents.
Efficient onboarding with automated
data collection and legally compliant documents.
Efficient onboarding with automated data collection
and legally compliant documents.
Efficient onboarding with automated data collection and
legally compliant documents.
Autofill
The autofill function makes it easier to fill in recurring information such as customer name, customer ID, or customer address. This speeds up processes, minimises manual entries, and eliminates potential sources of error.
CRM-Integration
Digital Legitimacy
Customer types
Document sets
MiFID II compliant
Autofill
The autofill function makes it easier to fill in recurring information such as customer name, customer ID, or customer address. This speeds up processes, minimises manual entries, and eliminates potential sources of error.
CRM-Integration
Digital Legitimacy
Customer types
Document sets
MiFID II compliant
Autofill
The autofill function makes it easier to fill in recurring information such as customer name, customer ID, or customer address. This speeds up processes, minimises manual entries, and eliminates potential sources of error.
CRM-Integration
Digital Legitimacy
Customer types
Document sets
MiFID II compliant
Autofill
The autofill function makes it easier to fill in recurring information such as customer name, customer ID, or customer address. This speeds up processes, minimises manual entries, and eliminates potential sources of error.
CRM-Integration
Digital Legitimacy
Customer types
Document sets
MiFID II compliant
Autofill
The autofill function makes it easier to fill in recurring information such as customer name, customer ID, or customer address. This speeds up processes, minimises manual entries, and eliminates potential sources of error.
CRM-Integration
Digital Legitimacy
Customer types
Document sets
MiFID II compliant
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
Our clients about us
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Case Study
Hauck Aufhäuser Lampe
Hauck Aufhäuser Lampe
Hauck Aufhäuser Lampe
Download our case study and discover how we have improved wealth management for advisers and clients together.
Download our case study and discover how we have improved wealth management for advisers and clients together.
Download our case study and discover how we have improved wealth management for advisers and clients together.
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on: