For financial service providers, banks, insurances, and asset managers

Thanks to its simple and clear structure, the digitally supported consultation process with FiplaPro® Finanzwerkzeugen is an excellent argumentation and sales aid for customer consultants and asset managers.

This works through clear processes, concise decision-making principles, consistent data control, and transparent contact with customers.

For financial service providers, banks, insurances, and asset managers

Thanks to its simple and clear structure, the digitally supported consultation process with FiplaPro® Finanzwerkzeugen is an excellent argumentation and sales aid for customer consultants and asset managers.

This works through clear processes, concise decision-making principles, consistent data control, and transparent contact with customers.

digital, easy, quick, and legally secure

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