Gives advisers proposal and product suggestions that fit the customer's context.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
Before the appointment, the adviser looks in the CRM, the securities holdings, the product catalogue and the note from last year's annual review. Four sources add up to eleven look-ups, because the catalogue alone comes up four times: the terms for each product are kept somewhere else. With only twenty minutes to spare, preparation shrinks to a glance at the CRM.
The branch manager first sees the 30% higher closing rate in the annual reviews where the opening line is about the customer's expiring savings plan.
The 30% higher closing rate is this agent's headline figure. Eighty products and twenty minutes between two appointments describe a typical day in branch advisory work; none of it is measured.
The agent reads the customer record in the CRM, the securities holdings and the note from the last annual review. It puts changes since last year at the top.
Customer sheet BER-2026-7719, 4 sources analysed, securities account with 5 positionsThe agent compares the holdings with the product catalogue and suggests the products that fit the existing investments. For each suggestion, it explains what it is based on.
Suggestion list, 3 of 80 products with reasoning from holdings and last year's noteThe agent files the suggestions, reasoning and guide as a folder in the customer file in the CRM. The adviser opens it at the start of the appointment.
gespraechsmappe_BER-2026-7719.pdf, 3 suggestions and 1 guide for 30 minutesIt puts three suggestions with reasoning in the customer file in the CRM. The adviser decides in the meeting whether to offer any of them, and which.
It shows which products fit the holdings and existing investments. The financial adviser checks suitability in the meeting and records it in the minutes.
It builds the suggestion from the bank's own account, securities holdings and last year's note. The adviser brings anything the customer has taken out with the partner into the meeting from her own overview.
Connected systems
Operations
A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.