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.

Further solutions 

MAX‘ legally secure work facilitation with FinSA/FinIA