Wie sind die Öffnungszeiten?

Montag 09:00 - 18:00 Dienstag 09:00 - 18:00 Mittwoch 09:00 - 18:00 Donnerstag 09:00 - 18:00 Freitag 09:00 - 18:00

Fincite GmbH, Franklinstraße 52, Frankfurt (2026)

Name: Fincite GmbH
Address: Franklinstraße 52, Frankfurt, 60486, DE
Telephone: +496934871971

Fincite is the software company engineering Asset Management for a connected, digital world. Our modular software, Fincite Core, is enabling Banks, Asset Managers and Insurers to build proprietary
digital investment solutions for their customers.

23/11/2023

How Gen Z Shapes the Future of Finance 💹

In a world where financial literacy is key, Generation Z is setting a remarkable example. A recent study by service provider , covering the financial habits of young people in Germany, unveils their responsible and tech-savvy approach to money management.

🚀 Key Findings:

* Digital Savvy: 81% of Gen Z set budgets before spending, with a significant number leveraging apps for financial planning.

* Open Discussions: Unlike older generations, Gen Z and Millennials openly discuss finances, breaking traditional taboos.

* Digital-first mindset: A shift from cash and cards to smartphone payments, indicating a mindset focused on digital channels.

🤔 What does this mean for the future of retail banking and investment?
As Gen Z and Millennials embrace digital tools, it's essential for financial advisors to evolve, offering solutions that resonate with these tech-forward generations. This transition is not just about technology; it's about understanding and catering to a new financial mindset.

📢 Learn how our software can help you understand your client’s needs by attending our webinar on December 5th at 10 am.

👇 Link in comments 👇

21/11/2023

Is Robo-Advisory Dead? 🤖❌

Recent news has been overwhelming. Why do some providers manage to stay in the market in the long run? And conversely, why do so many providers disappear after a relatively short time? Is approx. 200 billion euros in market volume after 10 years (since the first real ) a lot or disappointing?

Questions upon questions. We discussed these internally and, together with our Co-Founder Ralf Heim, identified 3 hacks (including examples) that can help Robo-Advisors survive in the market in the long run:

1️⃣ Partnership as a sales model, see ING & Scalable Capital. While B2C consistently makes a splash but at the same time has to differentiate significantly from the competition, the B2B branch, with ING as a strong partner, provides a constant revenue stream.

2️⃣ Flexibility in customer care (and segmentation). quirion vs. Quirin Privatbank AG. Depending on investment volume and customer preference, Quirin Bank manages to both individually advise customers and simultaneously automate advice models (Quirion).

3️⃣ Advantage: Value chain, the old saying "The profit is in the purchase" is excellently understood and implemented by Evergreen. With impressively low fees thanks to low costs for portfolio construction, Evergreen can convince a broad audience.

🎯 Conclusion: The Robo-Market in Germany is not dead, but complex. If you are aware of your advantage and create real value for customers, attractive revenues are still achievable today.

🤔💭What do you think? Do you know other interesting success models?
We look forward to your comments.

16/11/2023

Wealth Management neu gedacht: Ihre 360° Reporting Revolution!

💭 Wie gestaltet sich die Beratung im , von Portfolios über Kunst bis hin zur Immobilie?

💭 Ist effizientes Reporting wirklich nur einen Klick entfernt?

Fragen über Fragen. Wir bei Fincite haben die Antworten für Sie!

🎯 In unserem 60-minütigen am 5. Dezember um 10 Uhr zeigen Ihnen Daniel S. Rahim und Christian Terpe, wie Sie diese Herausforderungen mit innovativen, kundenorientierten Lösungen meistern können.

Melden Sie sich jetzt an und erleben Sie, wie einfaches und effektives Reporting die Zukunft der Finanzberatung prägt.

👉🏼 Link: https://rb.gy/l05hq5

10/11/2023

🚀 NEW CIOS UPDATE: Portfolio Finder

Our latest feature within the CIOS software is the Portfolio Finder with which we empower financial advisors to make personalized investment decisions for their clients. This cutting-edge feature is designed to put your clients’ financial aspirations at the forefront of portfolio management.

✅ How does the Portfolio Finder achieve this?

1️⃣ Client-Centric Approach: It begins with understanding – aligning each investment strategy with your client's unique life goals and risk tolerance.

2️⃣ Adaptable Profiling: As clients evolve, so should their investment strategies. The Portfolio Finder makes it easy to adjust profile settings in real-time, ensuring strategies remain aligned with their current financial landscape.

3️⃣ Streamlined Selection: Choose from a range of strategies through an interface that simplifies complexity into clear, actionable insights.

What results can you expect? A platform that not only suggests the most fitting investment strategies based on individual client preferences but also does so with an efficiency that respects your time and expertise.

📢 Interested in transforming your advisory services with the Portfolio Finder? Connect with our WealthTech Experts Dennis Ritter, Julian Lee, and Christian Terpe for a personal walkthrough.

👇 Schedule your live demo in the link below! 👇

08/11/2023

🚀 Shining a Spotlight on Women in

Katerina Alexsova, an AI enthusiast studying at Deggendorf University in Bavaria, joined our team as a Business Analyst Intern just a month ago. With her genuine passion for coding and , Katerina exemplifies the potential of STEM education.

Women have historically been underrepresented in STEM fields, which include Science, Technology, Engineering, and Mathematics. By celebrating individuals like Katerina, we aim to bridge this gender gap and inspire others.

Curious about her insights on STEM? We sat down with her for an enlightening chat. Click to learn more!

06/11/2023

🥳 Welcome back, dear Luca Schöpfe!

We are so happy to have you return as a member of our Grow Team!

🚀 Luca first joined us as an intern earlier this year and has now returned as a working student. He makes significant contributions to our business development and marketing efforts, consistently going the extra mile. His enthusiasm and dedication make him an invaluable asset to our team.

Discover what motivates Luca to return to Fincite, how he has grown professionally, and what advice he would offer to future interns.

Interested in becoming a part of ?

👉 Visit our career page: https://lnkd.in/eWJGRwgW

Adresse

Franklinstraße 52
Frankfurt
60486

Öffnungszeiten

Montag	09:00 - 18:00
Dienstag	09:00 - 18:00
Mittwoch	09:00 - 18:00
Donnerstag	09:00 - 18:00
Freitag	09:00 - 18:00

Telefon

+496934871971

Webseite

https://www.fincite.de/

Benachrichtigungen

Lassen Sie sich von uns eine E-Mail senden und seien Sie der erste der Neuigkeiten und Aktionen von Fincite GmbH erfährt. Ihre E-Mail-Adresse wird nicht für andere Zwecke verwendet und Sie können sich jederzeit abmelden.

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Fincite GmbH