Deposit switching service

Transfer deposits in less than 5 minutes

Automatic data entry

Your customers don‘t have to enter the names of bonds or ISIN information. Everything happens automatically using login information.

Securities check

Do the customers bonds correspond to the investment universe of the new deposit? We double check this to ensure your customer’s peace of mind.

Simplified process

Remove the obstacle of complex account changes for your customers! We take your customers by the hand and help them complete our simple process in just a few steps.

Automatic data entry

Your customers don‘t have to enter the names of bonds or ISIN information. Everything happens automatically using login information.

Securities check

Do the customers bonds correspond to the investment universe of the new deposit? We double check this to ensure your customer’s peace of mind.

Simplified process

Remove the obstacle of complex account changes for your customers! We take your customers by the hand and help them complete our simple process in just a few steps.

Automatically transfer all positions to your new deposit

Our find deposit switch identifies all positions within your current deposit, such as ISIN/WKN, bond name and current trade value.
Customers are informed on legal consequences and can then complete the switch with a digital signature.

1.

Identifying all positions

fino identifies all existing deposits and positions via Login.

2.

Cancellation

We automatically identify all relevant payment partners by reviewing transacitons.

3.

Overview

The customer receives an overview, signs and completes the deposit switch with just one simple click.

Features

Our features for an unmistakable customer experience

Flexible integration

You can offer your customers the option of completing the deposit switch in a branch, within the App, on the web are integrated into their existing online banking. Our deposit switch is easy, quick and extremely flexible.

Includes all tax relevant scenarios

The deposit switch includes all use cases (all transfer methods, several deposit owners) and takes all unique situations into account.

And much much more

Customers can of course also cancel their deposit. The deposit switch-form can be adapted to suit your needs and requirements. With the options of a digital signature and our upload feature, fino can trigger the desired deposit switch on demand.

The Deposit switching service at Wüstenrot

Learn more about the specific added value of our solution for Wüstenrot Bank

Want to know more about our deposit switch?

We are more than happy to answer any questions related to our products and services