Yoli

The smart companion in your pocket.

Maintain your financial overview, always and everywhere

Yoli interacts with your customers daily. These touchpoints strengthen your customer engagement and improve retention. Discover life-changing moments so that you can present your products at the perfect time. Improve your customer satisfaction by providing intelligent contract management and save valuable time on things like credit approvals.

Improve your targetting

Intelligent algorhythms can detect life-changing moments, such as a move and provide recommendations to users, such as a change of insurance policy. This increases the relevance of your product at just the right time.

Find better deals

Yoli discovers savings potential and helps your customers achieve personal savings goals. Your customers will receive recommendations such as capital investments.

Real-time overview

By connecting your bank account with the account analysis feature, customers are always able to see their current financial situation.

Improve your targetting

Intelligent algorhythms can detect life-changing moments, such as a move and provide recommendations to users, such as a change of insurance policy. This increases the relevance of your product at just the right time.

Find better deals

Yoli discovers savings potential and helps your customers achieve personal savings goals. Your customers will receive recommendations such as capital investments.

Real-time overview

By connecting your bank account with the account analysis feature, customers are always able to see their current financial situation.

Want to know more about Yoli?

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

Manuel Jäger
Email: mj@fino.digital
Phone: (+49) 561 / 474 5 24 – 0