fino.digital and GuideCom cooperate on AI-based data analysis solution for savings banks
The digitalisation partner GuideCom will build on the know-how of fino.digital’s data analysis experts in future and open up new opportunities in financial advice for advisors and corporate customers of savings banks with the help of integration into the sales software.
Kassel/Münster, 21. Mai 2024 – Established digitalisation partner GuideCom and fintech company fino.digital, which specialises in account and data analysis, are joining forces. As part of their cooperation, GuideCom will integrate fino.digital’s AI-based data analytics solution into its sales platform, the GuideCom Sales Cockpit, and thus make it available to savings banks for corporate customer business, among others. A total of around 330 savings banks are GuideCom customers and use the Sales & Service Cloud, which includes the Sales Cockpit.
‘We are working every day to drive forward the competitiveness of organisations in increasingly digital times through innovative services – by embedding the fino.digital solution in our Sales & Service Cloud, we are taking another important step and raising the digital transformation in the savings bank sector to an even higher level,’ says Günter Meyer, CEO of GuideCom.
Aleksandar Jeremic, CEO of fino.digital, explains: ‘We are delighted to have found a strong cooperation partner for innovative sales solutions in the financial sector in GuideCom. As experts in account data, we know that transaction analysis creates real added value in financial advice. Together with GuideCom, we can optimally support the savings banks in realising this potential for advising corporate customers.’
With the customer’s consent, the software integrated into the GuideCom Sales Cockpit analyses their account transaction data in real time and transforms the information it contains into valuable knowledge. The analyses of income, expenditure, loans, credits and contracts across the entire customer portfolio are displayed to the advisor in a detailed overview and enable a holistic view of the customer’s financial situation, from which additional sales impulses can be derived. This optimises both new and existing customer advice: thanks to intelligent account transaction analysis, the advisor can make relevant product recommendations for new customers right from the start, while for existing customers financial changes are shown, among other things, which can provide important impetus for the regular annual meeting, for example.
‘The account transaction analysis has enormous advantages for both the savings banks’ advisors and their customers. For example, both sides no longer have to spend a lot of time preparing for the consultation appointment. At the same time, the automatic recognition of sales potential helps corporate customer advisors to advise their customers in the best possible way with customised products,’ continues fino.digital Managing Director Aleksandar Jeremic.
GuideCom CEO Günter Meyer adds: ‘We consider AI and data analysis to be indispensable for the successful corporate customer sales of tomorrow, which is why we have chosen fino.digital as our cooperation partner. As a leading technology provider in the field of account & data analysis and with its AI-based analytics solutions, fino.digital transforms data into a valuable resource for even better customer advice in the savings bank sector.’
About GuideCom
As a digitalisation partner in the areas of corporate management, HR and banking, GuideCom supports companies in their successful digital transformation. With a high level of innovation and a great deal of passion, the GuideCom team completely rethinks topics and challenges and based on this develops intelligent digital platforms that allow companies to work successfully today and tomorrow – always focussing on the greatest possible synergy between people and technology.
About fino
fino‘s roots lie in the FinTech sector’s first digital and fully automated account switching. Since its foundation in 2015, fino has grown steadily and is now a market-leading driver of innovation in the technologies of account and data analysis, regulation, taxes and document management. fino develops customised software solutions for customers and partners that create prospects for new business models in the B2B and B2B2C sectors.
fino is convinced that the future belongs to data-driven business models. As an expert in the field of account and data analysis, fino‘s declared mission is to give value to data and transform it into high-quality insights through intelligent and forward-looking data analytics solutions.
More than five million account analyses carried out and the cooperation with over 1,000 banks and more than 10,000 other partners impressively demonstrate the trust of numerous companies and institutions in fino. Reference customers and partners include savings banks, VR banks, DATEV and Schufa. Further information is available at: www.fino.digital/en/
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E-Mail: sascha.grundmann@newskontor.de
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