Benefits for clients
- You will ensure the highest possible client protection.
- The client analysis and your roadmap are very professional and comprehensible.
- The financial situation is easy to understand.
- You will help your clients understand the best measures for them.
- Your client is involved in the investment decision.
- You will consult with your clients at the same level, therefore achieving often-lacking financial literacy.
Your personal benefits
- You will have more time for your family and leisure activities.
- You will save valuable time for acquisition and client consultations.
- Your digital assistant will carry out many administrative tasks almost the same way you do.
- Your expertise will be highlighted by the professional documentation.
- Your clients will recommend you.
- In 10 minutes, you will be ready for your next asset sale.
- The analyses and sales tools, adapted to the different stages of life, promote long-term client retention.
- You will be reminded about any depleted funds.
- Your opportunities for additional revenue will increase.
- Your commission will reach your account faster.
- You will happily notice fewer cancellations.
The benefits of smart programming
- Not just for financial planning specialists.
- The electronic client dossier with all planned measures, charts, and important information is created for you automatically.
- Situation-specific advice is supported optimally.
working from home
- FinConPro also acts as your digital office, with all the functions you require.
- You determine where, when, and with which device you use FinConPro.
- Your backups are created automatically each day.
Advantages for your consulting security: FIDLEG and data
- Your advice will always be FIDLEG-compliant.
- Your conduct and assessment requirements will be met.
- Your documentation is legally compliant, evidentiary, and archived.
- You will protect your clients.
- The legal and regulatory foundations are constantly updated.
- Data are stored and archived in a certified Swiss data centre or on your own server.