MAX’ work facilitation
through lean processes. The entered customer data streams directly into the FiplaPro® Beratungcockpit and can be viewed there in the long term via FiplaPro® Vorsorgeagenda by your customers and yourself.
FiplaPro® Finanzwerkzeuge allow one-time online recording of customer data.
Process simplification: All data, even if they were recorded by the FiplaPro® visualisierten Eignungsprüfungen, stream directly into FiplaPro® Beratungscockpit or into your existing CRM.
The automated processes extend to the custodian bank and to your customers via FiplaPro® Vorsorgeagenda.