Finbow for Business & Finbow Lite, a financial-actuarial planner created with a methodology based on criteria of objectivity and uniformity to guarantee financial well-being and full control of assets. The goal is to provide solutions to find tranquility and economic well-being at every stage of life.
Finbow for Business is aimed for professionals in the financial and insurance sector to accompany and advise their clients, carrying out didactic and simple planning in different scenarios, providing them with a combination of both financial and insurance solutions.
Finbow Lite an individual financial planner for the users to have a vision of their financial situation, obtaining medium and long-term solutions in order to face each stage of their life.
Attracting more and better customers, making the current segment profitable and increasing its link with the entity.
Having a standard model for the entity is key to its positioning.
Allows you to maintain contact with customers in any situation, facilitating remote business activity.
Provides objective information that facilitates conversations between professionals and their clients with close dialogues to solve investment, forecasting and protection needs.
Develops a product offer based on the horizon and suitability of customers.
With a simple step, it provides the information that the user needs to make a first personalized study, identifying the risks, possible patrimonial imbalances and proposing solutions to cushion them.
Offers a real scenario of the client's situation and the possible risks that can be faced throughout each stage of his life through objective criteria.
The client obtains a short, medium and long-term vision of their finances, as well as the recommended solutions to face each vital stage and channels towards obtaining expert advice with professionals in the sector.
• Customizes the scenario to offer the real financial situation of each user.
• Detects the main risks that may affect the user's family economy.
• Identifies and proposes solutions according to the desires of investment, forecasting and protection of the user.
Automation of the invoice treatment process by the Finance department for a global Japanese insurance company.→With Finbow
Automatic verification of oral agreements between operators and customers through recorded conversations for a large Spanish company in the electricity secto.→With Finbow
Automation of the balancing process and accounting of collections from the different payment centers that serve a well-known beer companyl.→With Finbow
• Collection and processing of information from the family nucleus.
• Actuarial financial projection in the short, medium, and long term.
• Stress of financial situations in different scenarios: contingencies of retirement, death, and disability.
• Proposal of solutions for wealth management, planning of objectives and different contingencies, through financial products /insurers.
• Periodic monitoring of the patrimonial situation.
Finbow Lite B2B2C/B2C:
• Collect and process user information.
• Actuarial and financial projection in the short, medium, and long term.
• Calculation hypothesis to generate stress of financial situations in scenarios: retirement, death, and disability.
• Solution Proposal through financial product and / or insurer.
• Review on demand from the user himself.
Let us know and we’ll arrange a demo so you can experience how our business tools ecosystem works.