Advisory solutions

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The products can be used multichannel for customer`s self-service (Portal, Website, Apps,…) as well as personal and remote advisory solutions!

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Sample Customized Advisory

To the use cases

products

Risk Analysis

The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations

Product Advisory

The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics

Risk Sentiment Recommender

Get a real time overview of the most relevant risks in news and social media, including semantic analysis of the contents

Product Recommender

The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products

Investment Profile

Use the investment profile to analyze which investment product is compatible with your customers' experience, knowledge, risk tolerance, financial circumstances and ESG preferences

360° Retirement Planner

Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap

Policy Check

Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products

Portfolio Planner powered by FAIT

Create the ideal investment portfolio incl. ESG preferences for your clients

State Benefits Calculator

Find out which pensions your customers are entitled to and what gaps there are. Overview and detailed calculations are possible

Wealth Overview

Captures the current assets of your clients and provides a complete overview of their total assets

Financial Planning

Plan and prioritize financial goals & wishes of your customers

Budget Calculator

Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products

Loan Calculator

Calculate the loan repayment rate by entering the loan amount and term

Real Estate Loan Calculator

Calculate the financing requirements and the loan rate for your customers dream property

Rent vs. Buy

Calculate the credit potential of your customers based on the current rent and compare future rent payments to real estate loan repayments

Savings Calculator

Calculate the final capital, savings rate or interest rate for your customers to optimise their savings processes

Equity Savings

Calculate how much equity your customers still need for their dream property and what savings rate is necessary for this

Interest rate comparison

Compare what final result your customers can achieve with different interest rates

Start vs. Wait

Find out with just a few clicks what impact it has on the total return if your customers start saving either immediately or at a later point in time

Pension Planning Calculator

Calculate the monthly savings rate with just a few parameters to support your customers in closing their pension gap

Car insurance comparison

Calculate your customers' premiums in real time and compare offers

Inflation Calculator

Make the inflation-related loss of the spending capacity visible to your customers over a freely selectable period

Population Pyramid

The population pyramid visualizes the development of the relationship between the working population and pensioners as well as the need for private provision

Pension Duration

Based on statistical data, this calculator provides information about the probable retirement period of your customers

Gross Net Calculator

Gives you an overview of how much of the income is available after deduction of income tax and social security payments

Nat-Kat-Check HORA Implementation

Find out exactly what natural disaster risks exist at a specific location using GPS coordinates

Event Driven Advisory

What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!

ESG Analyser powered by denkstatt group

Based on an intelligent set of questions, the ESG Analyser provides essential climate data, ESG risks and benchmarks for your SME customers.

Company Data

Company data integration allows you to collect your customers' company data automatically so that it can be directly transferred to all relevant advisory paths

Insurance Bot

The intelligent chatbot has extensive insurance knowledge and is available 24/7 for service requests or advisory services

products

Risk Analysis

The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations

Product Advisory

The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics

Product Recommender

The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products

Risk Sentiment Recommender

Get a real time overview of the most relevant risks in news and social media, including semantic analysis of the contents

Investment Profile

Use the investment profile to analyze which investment product is compatible with your customers' experience, knowledge, risk tolerance, financial circumstances and ESG preferences

360° Retirement Planner

Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap

Policy Check

Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products

Portfolio Planner powered by FAIT

Create the ideal investment portfolio incl. ESG preferences for your clients

State Benefits Calculator

Find out which pensions your customers are entitled to and what gaps there are. Overview and detailed calculations are possible

Wealth Overview

Captures the current assets of your clients and provides a complete overview of their total assets

Financial Planning

Plan and prioritize financial goals & wishes of your customers

Budget Calculator

Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products

Loan Calculator

Calculate the loan repayment rate by entering the loan amount and term

Real Estate Loan Calculator

Calculate the financing requirements and the loan rate for your customers dream property

Rent vs. Buy

Calculate the credit potential of your customers based on the current rent and compare future rent payments to real estate loan repayments

Savings Calculator

Calculate the final capital, savings rate or interest rate for your customers to optimise their savings processes

Equity Savings

Calculate how much equity your customers still need for their dream property and what savings rate is necessary for this

Interest rate comparison

Compare what final result your customers can achieve with different interest rates

Start vs. Wait

Find out with just a few clicks what impact it has on the total return if your customers start saving either immediately or at a later point in time

Pension Planning Calculator

Calculate the monthly savings rate with just a few parameters to support your customers in closing their pension gap

Car insurance comparison

Calculate your customers' premiums in real time and compare offers

Inflation Calculator

Make the inflation-related loss of the spending capacity visible to your customers over a freely selectable period

Population Pyramid

The population pyramid visualizes the development of the relationship between the working population and pensioners as well as the need for private provision

Pension Duration

Based on statistical data, this calculator provides information about the probable retirement period of your customers

Gross Net Calculator

Gives you an overview of how much of the income is available after deduction of income tax and social security payments

Nat-Kat-Check HORA Implementation

Find out exactly what natural disaster risks exist at a specific location using GPS coordinates

Event Driven Advisory

What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!

products

Risk Analysis

The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations

Product Advisory

The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics

Product Recommender

The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products

Policy Check

Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products

ESG Analyser powered by denkstatt group

Based on an intelligent set of questions, the ESG Analyser provides essential climate data, ESG risks and benchmarks for your SME customers.

Company Data

Company data integration allows you to collect your customers' company data automatically so that it can be directly transferred to all relevant advisory paths

Nat-Kat-Check HORA Implementation

Find out exactly what natural disaster risks exist at a specific location using GPS coordinates

Savings and Investment Advisory Products

products

Investment Profile

Use the investment profile to analyze which investment product is compatible with your customers' experience, knowledge, risk tolerance, financial circumstances and ESG preferences

360° Retirement Planner

Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap

Event Driven Advisory

What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!

Wealth Overview

Captures the current assets of your clients and provides a complete overview of their total assets

Savings Calculator

Calculate the final capital, savings rate or interest rate for your customers to optimise their savings processes

Financial Planning

Plan and prioritize financial goals & wishes of your customers

Budget Calculator

Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products

Portfolio Planner powered by FAIT

Create the ideal investment portfolio incl. ESG preferences for your clients

technologies

Life Cycle Model

More about our Technologies

Conversation API

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NLU Engine / Chatbot

More about our Technologies

Knowledge Graph

More about our Technologies

Graph Editor

More about our Technologies

Analytics

More about our Technologies

Selected Products

Did you know?

The products can be used multichannel for customer`s self-service (Portal, Website, Apps,…) as well as personal and remote advisory solutions!

The Modular Advisory Suite

Did you know?

Did you know?