Userlane and Fincite Join Forces to Revolutionize Digital Wealth Management Experience

Userlane and Fincite Join Forces to Revolutionize Digital Wealth Management Experience

Userlane, a leading provider of Digital Adoption Platforms, has formed a strategic partnership with fincite, a rapidly expanding WealthTech company based in Germany. This collaboration is set to enhance the capabilities of the fincite • cios platform, offering financial institutions and their clients a streamlined digital investment experience.

Optimizing Digital Wealth Management with fincite • cios

The fincite • cios platform is a comprehensive modular software suite that empowers banks and asset managers to digitize their wealth management services across the entire value chain. Key features of the platform include:

  • Efficient client onboarding processes
  • Hybrid advisory services
  • Smooth order execution
  • Detailed investment reporting

By implementing this innovative solution, financial institutions can achieve:

  • End-to-end digital wealth management
  • New revenue streams
  • Enhanced client support

Userlane’s Role in the Partnership

Userlane’s expertise in digital adoption is crucial for improving the usability of fincite’s software, which will significantly boost user engagement and operational efficiency among wealth advisors. The partnership will implement several key initiatives:

  1. Structured Onboarding: Userlane will offer onboarding support for wealth management advisors using fincite • cios, equipping them with a deep understanding of the platform’s functionalities.
  2. Implementation Support: Userlane will assist clients in effectively implementing fincite • cios, thereby streamlining their financial management processes and enhancing user satisfaction.
  3. Interactive Guidance: Userlane’s in-app guidance will help financial institutions fully leverage the capabilities of fincite • cios.

Industry Impact and Goals

Marco Schüller, Lead Financial Advisory & Family Office at fincite, stated, “Our collaboration with Userlane is focused on empowering fincite • cios users to unlock the software’s full potential. Real-time guidance simplifies platform usage, making it more intuitive for advisors and their clients, ultimately leading to a seamless digital investment experience.”

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This partnership highlights the critical role of effective technology implementation within the financial services industry. By simplifying software use, the collaboration aims to enhance user experience and increase productivity for wealth management professionals.

Vision for the Future

Hartmut Hahn, CEO of Userlane, expressed, “Our mission is to make software intuitive and accessible. Partnering with fincite allows us to assist advisors and their clients in optimizing wealth management processes. Together, we are crafting an innovative, user-friendly wealth management experience.”

For more insights on digital adoption strategies, visit our blog or check out the fincite website for more information about their WealthTech solutions.

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