Simplify your customers’ deposit switching today and offer only the best solution – with fino.digital’s deposit change service.
Greater clarity, saving fees, offsetting gains and losses directly against each other – there are many reasons why customers want to change their securities account. And as a financial services provider, you benefit when your customers have all their securities accounts centralised with you. This allows you to provide them with the best possible advice and thus ensure customer loyalty and additional growth.
Our innovative, AI-based technology makes transferring deposit accounts as easy as possible for you and your customers. The fino deposit transfer takes into account all tax law scenarios and is available to you as a flexibly connectable stand-alone solution. And the best thing for your customers? Thanks to the innovative solution, your customer needs less than 5 minutes to completely move their securities account in just three steps.
Security is a top priority for fino, which is why the entire deposit change service process takes place in a secure, certified German data centre. All data transmission is encrypted and transparent at all times and personal customer data is not stored in accordance with the German Federal Data Protection Act.
We recognise exemption orders when switching securities accounts, identify them and automatically transfer all information.
The fino deposit change is time-efficient for your customers - thanks to innovative technology, the process takes less than five minutes.
Your customers can transfer their deposit to the bank of their choice quickly, flexibly and from any end device.
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!
Service hours:
Monday - Friday
09:00 - 17:00
fino.digital is a market-leading driver of innovation in account and data analysis technologies. We develop customised software solutions for our customers and partners that create prospects for new business models in the B2B and B2B2C sectors. Our declared mission is to give value to data and turn it into valuable insights for our customers through pioneering data analytics solutions.
fino digital GmbH
Universitätsplatz 12
D-34127 Kassel
