Best Advice.
Better Technology.

The JDC Group supplies technology, advice and services for the commercial success of financial service providers.

The company uses mobile technology to provide access to good advice and financial security by simply tapping a touchscreen.

      

German version

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Technology

Finance app with personal advice

Finance app with personal advice

Stop the paper war

Stop the paper war

Advisory + Technology = AdvisorTech

Advisory + Technology = AdvisorTech

Automated contract transfers

Automated contract transfers

Robo-Advisor for investments

Robo-Advisor for investments

Dashboard Controlling

Dashboard Controlling

Convenient and fast communication using app chat

Convenient and fast communication using app chat

allesmeins advisor app

allesmeins advisor app

Advisor app as a mobile office

Advisor app as a mobile office

Web/comparison portals for advisors

Web/comparison portals for advisors

Live advice via the Internet

Live advice via the Internet

Electricity, gas and broadband  on brokerage portals

Electricity, gas and broadband on brokerage portals

Access to quoting engines of insurance companies

Access to quoting engines of insurance companies

Portfolio proposition using a legally compliant consulting process

Portfolio proposition using a legally compliant consulting process

Comprehensive client CRM for financial service providers

Comprehensive client CRM for financial service providers

 

 

 

 

 

Company

Welcome to JDC Group AG.

JDC Group – Leader in Advisortech.
The Future of financial sales is personal and digital.

We are the top address for smart financial sales coupled with new advisory technologies for the age of the “digital natives”. Our new motto – “BEST ADVICE. BETTER TECHNOLOGY” – underlines our claim.

In our “Advisory” segment, our FiNUM.-Group broker market financial products to private end clients via independent advisors, brokers, and financial sales operations.

In our “Advisortech” segment, we offering state-up-the-art advisory and management technologies for our clients and advisors in our Jung, DMS & Cie. Group. While many sales operations and sales partners see technological change as a problem and view young financial technology companies as new competitors, we are exploiting the “technology” factor as a great opportunity. In future, solutions from our “Advisortech” segment will help our advisors to support their clients even more closely and thus also to generate higher sales.

With more than 16,000 affiliated sales partners, more than 900,000 end clients, an administered portfolio of more than Euro 4 billion and new business of more than one billion a year, we are one of the market leaders in German-speaking countries.

Management Board

A graduate in business administration, Ralph Konrad (CFO) has been a member of the Management Board of JDC Group AG since 2005. Before joining JDC, he gained more than ten years of experience in the investment business and has actively and successfully accompanied both IPOs and company sales as well as corporate restructuring measures. On the Management Board, he is responsible for finance, human resources, mergers and acquisitions, and investor relations. He also sits on the Management Board of the subsidiaries Jung, DMS & Cie. AG, FiNUM.Private Finance AG, and Fine IT Solutions GmbH.

Dr. Sebastian Grabmaier (CEO) studied law at Ludwig-Maximilians-Universität, Munich, and at the University of Chicago. He heads the Management Board of JDC Group and is responsible for corporate strategy, corporate communications and marketing, legal affairs and compliance, product partnerships/procurement, and sales. He is also Chairman of the Management Boards of Jung, DMS & Cie. AG and FiNUM.Finanzhaus AG.

Supervisory Board

Jens Harig, Entrepreneur (Chairman)
Emmerich Kretzenbacher, Certified Public Auditor
Alexander Schütz, Entrepreneur
Stefan Schütze, Management Board Finlab AG
Klemens Hallmann, Entrepreneur
Jörg Keimer, Lawyer

 

 

 

 

 

Segments

Advisortech
Advisory

 

Advisortech

Driven by technological innovation, the global financial services market will see further structural change in the years ahead. That is why this segment offers the greatest added value for our shareholders. At Euro 4.5 trillion, insurance and financial services account for around 8 percent of global GDP and are thus one of the world’s most lucrative markets. Having said this, the financial sector is subject to strict supervision and regulation, a factor that often creates insurmountable barriers to entry for start-up companies. Not only that, financial products are often highly complex. This means that trust and branding are absolutely necessary – and these take time to acquire. That is why traditional banks and insurers were previously almost immune to digital competitors. Now, however, consumers are growing ever more accustomed to digital services. In the e-commerce sector, it all began with simple, standardized products such as books, but these days complex products such as travel, apparel and electronics goods are also being sold via the internet. Now the digital revolution has finally reached complex, trust-based goods, such as financial services. New technologies and changing client behavior are triggering a rapid and fundamental transformation in the financial and financial sales markets.

In our “Advisortech” segment, we are offering modern advisory and administration technologies for our clients and advisors in our Jung, DMS & Cie Group. Many sales operations and sales partners see technological change as a problem and view young fintech companies as competitors. We see the “technology” factor as a great opportunity. In future, the solutions offered by our “Advisortech” segment will help advisors to support their clients even more closely and thus generate higher sales. After all, in conjunction with our well-established “Jung, DMS & Cie” and “FiNUM” brands we see the “human factor” as absolutely indispensable in this trust-based business.

JDC Group is therefore developing proprietary technology-based tools to support its sales activities. It is also active in the market as a strategic investor in financial technology and advisory technology companies. The acquisition of established technology companies represents one conceivable component of the company’s strategy.

Advisory

In its traditional Advisory segment, JDC Group and its FiNUM-Group market financial products to private end clients via independent advisors, brokers, and financial sales operations.

With its subsidiaries FiNUM.Private Finance AG in Berlin, FiNUM.Private Finance AG in Vienna and FiNUM.Finanzhaus AG in Wiesbaden, FiNUM Private Finance Holding GmbH operates as an independent financial and asset manager advisor to sophisticated, high net worth clients. With around 200 brokers in Germany and Austria, FiNUM advises clients across all asset classes. With commission income of more than Euro 20 million, FiNUM is one of the leading advisors to sophisticated clients in German-speaking countries.

 

Facts & Figures

>200
Employees

>50%
Women’s Quota

>16000
Brokers

>900000
Clients

Press

Corporate News
Press portfolio
Newsletter

Press portfolio

2016
19. September 2016FONDS professionell: Hohe Investitionen belasten Ergebnis von JDC (Online-Ausgabe)236.8 KB
19. September 2016Cash: JDC Group: Investitionen belasten Halbjahresergebnis (Online-Ausgabe)244.9 KB
4. July 2016finanzwelt: Schlüsselthema für den Markterfolg (Ausgabe 3/2016)4.4 MB
22. June 2016JDC Group in Österreich: Jung, DMS & Cie. und FiNUM.Private Finance ziehen positive Bilanz über Geschäftsjahr 2015138.6 KB
6. June 2016Capital: Tipp der Woche – JDC Group Online-Ausgabe)586.5 KB
6. June 2016Versicherungsmagazin: Mobile Vertriebshilfe (Ausgabe 6/2016)14.9 MB
1. June 2016BÖRSE ONLINE: Neue Transaktionen treiben das Geschäft (Ausgabe 22) 223.2 KB
31. May 2016proVision: JDC Group AG kauft Vergleichsportal (Online-Ausgabe)205.1 KB
31. May 2016AssCompact: JDC Group erwirbt Vergleichsplattform „Geld.de“ (Online-Ausgabe)92.9 KB
30. May 2016FONDS professionell: JDC Group kauft Vergleichsportal „Geld.de“ (Online-Ausgabe)299.4 KB
30. May 2016EXXECNews: JDC Group steigert EBITDA auf 1,3 Millionen Euro (Ausgabe 11/2016)128.7 KB
30. May 2016DAS INVESTMENT JDC Group erwirbt Online-Vergleichsplattform (Online-Ausgabe)383.3 KB
16. March 2016BÖRSE ONLINE: Finanzvorstand Konrad: „Die nächsten fünf Jahre werden sehr gute Jahre sein“ (Online-Ausgabe)206.6 KB
25. February 2016Onvista: JDC Group AG: JDC schließt mit Endkunden-App „allesmeins“ die Lücke zwischen herkömmlicher Beratung und Fintech (Online-Ausgabe)99.7 KB
3. February 2016FONDS Professionell: JDC Group kauft Maklerbestand (Online-Ausgabe)243.2 KB
2015
26. November 2015Finanznachrichten: JDC Group legt stark verbesserte Zahlen vor und schließt das Halbjahr mit siebenstelligem EBITDA ab (Online-Ausgabe)205.9 KB
26. November 2015finaznzen.net: JDC Group setzt im 3. Quartal 2015 Wachstumskurs fort und kann Ergebnis weiter verbessern (Online-Ausgabe)421.7 KB
23. November 2015Die Vorstandswoche: JDC Group Alles meins!638.4 KB
11. November 2015Versicherungsbote: Jung, DMS & Cie. will Versicherungsmakler für die Ausschließlichkeit gewinnen (Online-Ausgabe)268.2 KB
4. November 2015Expertenreport: Jung, DMS & Cie. mit neuem Vertriebsmodell (Online-Ausgabe)656.8 KB
28. October 2015DAS INVESTMENT: "Am Ende kann der einzelne Makler mehr verdienen als jetzt" (Online-Ausgabe)621.6 KB
27. October 2015FONDS professionell: JDC bläst mit Makler-App zum Angriff auf Fintechs (Online-Ausgabe)171.1 KB
27. October 2015procontra: Maklerpool macht auf FinTech (Online-Ausgabe)126.8 KB
27. October 2015finanzwelt: JDC-Advisor-App geht an den Start (Online-Ausgabe)162.9 KB
27. October 2015Cash: JDC Group stellt neue App vor (Online-Ausgabe)191.1 KB
27. October 2015DAS INVESTMENT: Jung, DMS & Cie. startet Kunden-App (Online-Ausgabe)65.4 KB
27. October 2015AssCompact: "Technik nicht gegen Makler, sondern für Makler" (Online-Ausgabe)270.3 KB
21. September 2015Cash.: Aragon wird zu JDC Group (Ausgabe 10/2015)415.3 KB
8. September 2015Die Vorstandswoche: JDC Group AG im Fintech-Fieber (Online-Ausgabe)245.0 KB
8. September 2015BÖRSE ONLINE: Aragon-Aktie: Finanzberater mit Fantasie (Online-Ausgabe)366.4 KB
28. July 2015Versicherungsbote: Aragon: Umbenennung & Fokus auf Jung, DMS & Cie. und FiNUM (Online-Ausgabe)87.3 KB
28. July 2015procontra: Aragon: Unter neuem Namen in die digitale Zukunft (Online-Ausgabe)413.8 KB
28. July 2015FONDS professionell: Aragon benennt sich um – und will vom Fintech-Boom profitieren (Online-Ausgabe)211.4 KB
28. July 2015DAS INVESTMENT: Aragon wird zu JDC Group (Online-Ausgabe)68.4 KB
28. July 2015Cash: Aragon wird zu JDC Group (Online-Ausgabe)169.0 KB
28. July 2015Assekuranz Info-Portal: Aus Aragon AG wird JDC Group AG (Online-Ausgabe)114.3 KB

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