Digital add-ons to be launched in European Markets to improve the efficiency of end-to-end digital investment processes of financial service providers.
– Leveraging technology to go beyond the status quo
– Address the main obstacle of investors: the fear of loss
– Strong partnership: Fincite provides technology & everyoneINVESTED
brings know-how and research experience.
In times when financial markets are under pressure, converting retail clients from “banking only” into first-time investors is as challenging as important for every institution. KBC´s spin-off everyoneINVESTED addresses this hurdle with its unique approach of a behavioral investment service.
“Our technology wraps know-how with proven business value into digital add-ons to the benefit of other financial institutions. As stated in our company name, we contribute to a world where everyone invests.”
Jurgen Vandenbroucke, everyoneINVESTED
Turning banking clients into first-time investors
For many banking clients, the main obstacle for investments is the fear of loss. But simply digitizing the banking sales process doesn’t address the client´s concerns. Investing is an emotional process, which explains why digital conversion rates are way below those of a physical branch. The answer is a behavioral investment service that tackles these concerns in a digital customer journey.
everyoneINVESTED combines behavioral insights, sound academic underpinning and financial expertise. With these investment add-ons, financial institutions increase the recruitment, retention, and rejuvenation of their clients. The service can be implemented as an add-on into existing customer journeys and banking applications, separately or in combination, to form unique tailor-made solutions.
“With the implementation of our services, financial institutions upgrade their current business model to boost sales conversion and retention. For the integration of our addons in the digital process of financial institutions, we are glad to have the tech experts from Fincite as our preferred partner” Vandenbroucke points out.
Here you’ll determine what differentiates your product. Simply put, if your product is doing something better than those in the market, you’re likely to attract those users into your product. Competition analysis is important here. Use the competitor products for a few days to understand how they function, what they lack, before you put the features here.
Combining strength: German Fintech and Belgian Investment Service
With a proven track record among KBC’s retail clients, everyoneINVESTED now brings its services to the European market. “That is where we come into play,” says Ralf Heim, Co-Founder and CEO of Fincite, one of Germany´s fastest-growing Fintech companies. The German investment software provider integrates everyoneINVESTED solutions and supports the market expansion.
“Their unique investment approach and experience has immediately inspired us and we are proud to bring this new service to other European markets”
Ralf Heim, Fincite
The company’s core software product Fincite.CIOS is a composable software suite that aggregates, analyzes and optimizes the whole financial situation of a client. This unique approach helps financial institutions, wealth manager and insurers to get a better understanding of their client’s financials needs and eases the sales process for their internal advisors. Fincite’s technological know-how combined with the proven track-record of everyoneINVESTED creates a unique value proposition for financial institutions to tackle the key challenge of client conversion.