Account Switching Assistance

OUR PAYMENT ACCOUNTS ACT-COMPLIANT ACCOUNT SWITCH

fino.digital’s account switching assistance is based on the latest digital standards and creates guaranteed added value for you and your customers – payment accounts act-compliant and customer-friendly!

account switching assistance

on time & comprehensible

FOR GREATER CUSTOMER SATISFACTION

fino.digital supports you and your company with Payment Account Act-compliant account switching assistance – based on innovative AI technology. From the automated creation of authorisations to informing payment partners. We support you throughout the entire process, take care of all data transmission and prepare everything digitally, clearly and comprehensibly. Our aim is to ensure that your advisor is automatically informed of every change in the process so that legal deadlines are always met.

Inform payment partners

SIMPLY AUTOMATED

Depending on their needs, customers can decide whether they want to check their payment partners alone or together with the advisor before the automated technology informs the payment partners. ​The automation, including the notification to your advisors, simplifies the process of switching accounts many times over, as the authorisation from the new bank is also automatically added to the tool. The authorisation then only needs to be checked and, once approved, the customer’s transaction data is automatically uploaded and sent directly to the new bank. Of course, we show you the legal deadlines and inform you as soon as action is required.

Automatic deadline control

The entire account switching assistance process is aligned with the requirements of the Payment Accounts Act. The automated dunning process guarantees constant monitoring of the statutory deadlines.

The fino all-in-one solution

With our account switching assistance, we offer you a 360-degree service - from creating, sending and recording authorisations to reporting, order history and workflow management.

Optimised & intuitive overview

With fino account switching assistance, your employees always have an overview of current new and old bank tickets, urgency, receipt dates and deadline expiry. The overview can be sorted and filtered.

Contact

Have we sparked your interest?

We would be happy to give you a better insight into our solutions. Request your non-binding product demo now. Write to us or give us a call – we look forward to hearing from you!

+49 561 827 90 40

Service hours:
Monday - Friday
09:00 - 17:00