Financieel Fit, a pioneer in the financial services industry, has taken a significant leap forward in digitizing their processes with the collaboration of our team. The journey started with a Proof of Concept, which we further developed into what is now known as the Fin Hero app. This comprehensive mobile application uses advanced AI to automatically convert advice consultations into detailed reports, making it easier for their advisors to share with clients.
The result? A saving of 7,500 hours per year. Advisors now have more time and attention for their clients, during and after the consultations. The customer satisfaction has improved due to faster receipt of concise and qualitative advice reports containing all the essential information, which is particularly beneficial in impactful events such as buying a house. Consistent reporting makes it easier to identify and seize commercial opportunities. Automation of time-consuming manual work.
- Fin Hero app saves Financieel Fit approximately 7,500 hours annually, resulting in significant cost savings and improved customer satisfaction.
- The app has set a new standard for the financial sector, streamlining business-critical processes and enhancing customer interaction.
- In a sector where confidentiality is essential, privacy is at the forefront of Fin Hero’s development, with strict compliance with GDPR regulations.