The benefits of the fintus SelfService Portal for your departments and customers

upselling_durch_direkte_kundenansprache

Your sales team profits from simplified upselling through direct customer contact

fintus selfservice portal ihr kunde erfuellt seine wuensche selbs

Less work for your service centre as customers fulfil their own wishes

fintus selfservice kunden eingereicht und pruefungen automatisiert

Convenient for your front and back office, because proofs are submitted by your clients and audits are automated

fintus selfservice 24-stunden-service und eine zentrale anlaufstelle fuer alle rueckfragen

Your customers enjoy 24-hour service and a central contact point for all queries, requests, documents and information

The functions of the fintus SelfService Portal title underline white imac banner slider frame_text_for_animation_banner3 frame_text_for_animation_banner3 frame_text_for_animation_banner4 frame_text_for_animation_banner4 Document upload and download
for the submission of proofs
and contract-relevant documents
Your customers are kept
up to date by being able to track
the processing status
The inbox and chat functions
allow you to communicate
exclusively digitally and efficiently
Archiving, categorisation and
management of all important
documents as well as
customer's own address and
contact data
fintus selfservice portal dokumentenarchiv

Complete digital data begins with the customer

Delight your customers and employees with the fintus SelfService Portal. The software solution that enables any bank to offer their customers 24-hour service. The portal simplifies document management for financial service providers and reduces the internal workload.
By means of this customer platform, your clients can log in to their personal area, upload or download required proofs, and check the status of ongoing processes. And all this around the clock.With the fintus SelfService Portal , your customers themselves digitise and categorise incoming data and documents. The software checks them, thus already ensuring the necessary quality during the upload stage. Your customers are guided through the process step by step, thereby guaranteeing the incoming data is complete.

Simple tasks such as changes to master or contact data or the modification of a SEPA direct debit mandate are therefore carried out by the customers themselves. They have complete transparency regarding current transactions, their processing status and all customer data stored in the system.
The chat function and customer inboxes allow both sides to clarify queries and to submit new offers. This facilitates upselling and enables your sales team to promote offers from your partners. The intuitive user interface with filter and search functions as well as an attractive design that matches your corporate identity provides a compelling user experience.

Delight your customers and employees with the fintus SelfService Portal. The software solution that enables any bank to offer their customers 24-hour service. The portal simplifies document management for financial service providers and reduces the internal workload.
By means of this customer platform, your clients can log in to their personal area, upload or download required proofs, and check the status of ongoing processes. And all this around the clock.With the fintus SelfService Portal , your customers themselves digitise and categorise incoming data and documents. The software checks them, thus already ensuring the necessary quality during the upload stage. Your customers are guided through the process step by step, thereby guaranteeing the incoming data is complete.

Simple tasks such as changes to master or contact data or the modification of a SEPA direct debit mandate are therefore carried out by the customers themselves. They have complete transparency regarding current transactions, their processing status and all customer data stored in the system.
The chat function and customer inboxes allow both sides to clarify queries and to submit new offers. This facilitates upselling and enables your sales team to promote offers from your partners. The intuitive user interface with filter and search functions as well as an attractive design that matches your corporate identity provides a compelling user experience.

Do you have any questions about our software solution?
For further information please contact Richard Malaczek.

richard malaczek

I look forward to your message.
Just write to:
E-Mail Icon richard@fintus.de

What the SelfService Portal is for your customers, the fintus Cockpit is for your employees.
fintus cockpit

FINTUS COCKPIT

What your customers see in the fintus SelfService Portal, your employees get in the fintus Cockpit for processing and checking. As a digital workingplace, the Cockpit consolidates all process-relevant information in a central front-end, giving your employees a 360° view of all important data and documents. The usual toggling between several systems is no longer necessary, nor is the processing of “green cases”. Thanks to the fintus process engine these are fully automated. Several departments benefit from the diverse functions offered by this fintus Suite component. fintus Cockpit’s intelligent task management (push or pull procedure), its transparency concerning internal costs, volumes and arrears as well as the simplified upselling make the acquisition of existing and new customers effortless.