In a world where human based financial advice gets more expensive by the day, the group of underadviced customers is growing rapidly! The results are retirement gaps, mismanaged portfolios and lack of capital invested. The Solutions we co-create together with our clients for their customers aim to close this gap conveniently!
Fincite empowers retail banks, private banks and insurers to provide digital or digitally-empowered (hybrid) investment services to their clients. All this seamlessly integrated into their current processes, channels and architectures via one software – Fincite.CIOS....
In a world where human based financial advice gets more expensive by the day, the group of underadviced customers is growing rapidly! The results are retirement gaps, mismanaged portfolios and lack of capital invested. The Solutions we co-create together with our clients for their customers aim to close this gap conveniently!
Fincite empowers retail banks, private banks and insurers to provide digital or digitally-empowered (hybrid) investment services to their clients. All this seamlessly integrated into their current processes, channels and architectures via one software – Fincite.CIOS.
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Christian Paulus
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Christian Paulus Marketing