Digitally supported consultation process
For financial service providers, banks, insurances, and asset managers
(Video in german)
FiplaPro® Finanzwerkzeuge depict the digitally supported consultation process. The Financial Tools are made up of the three components: FiplaPro® Eignungsprüfung for a visualized suitability test with financial planning; FiplaPro® Beratungscockpit, the specialized CRM for financial service providers; and FiplaPro® Vorsorgeagenda, which provides mobile customer access that meets the stringent transparency and accountability obligations.
This agenda simultaneously serves as the consultation agenda of the financial service provider – the backbone of their future business model. The FiplaPro® Beratungscockpit and FiplaPro® visualisierte Eignungsprüfung can also be deployed individually.
Added value thanks to the FiplaPro® Finanzwerkzeugen
The module-based comprehensive solution for financial service providers, banks, and insurances – FiplaPro® Finanzwerkzeuge.
Derived from practical experience:
From the collective experience of 6000 implemented provision plans and developed over thousands of working hours.
MAX’ customer protection,
MAX’ consulting security:
information obligation, transparency and due diligence, as well as documentation and accountability obligations, FiplaPro® Finanzwerkzeuge not only protect your customers better, but also you and the consulting decisions you make.
MAX’ work facilitation: :
through lean processes. The entered customer details are directly added to the FiplaPro® Beratungscockpit, where customers can view them via the FiplaPro® Vorsorgeagenda, and you can view them in the Beratungsagenda.
through additionally sold FiplaPro® visuelle Eignungsprüfungen. Thanks to the specialised Customer Relationship Management System FiplaPro® Beratungscockpit, you can keep an eye on all your current financial investments.
We would like to invite you to a free workshop visit.
We look forward to showing you where we currently stand with our toolbox, which processes and requirements are already covered by the digital tools in terms of the FinSA, and what is still waiting to be developed and planned. We are interested in your critical assessment and appraisal.
What changes will FinSA/FinIA bring about?
Verification and documentation obligation
Scope of documentation
Customer consultation changes significantly
High expenses and penalties for non-compliance!
FinSA to-do list
What are the necessary steps to FinSA/FinIA compliance?
Take your tasks from our to-do list.
FAQs about FinSA/FinIA
Download all the information about FinSA/FinIA here.
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(PDF is in German language)
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