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 the “Advisortech” business unit, we provide our customers and advisors with modern advisory and administration technology using the Jung, DMS & Cie. Groups. While many sales and distribution partners perceive the technological transformation as a problem and the young Fintech companies as the new competitors, we perceive the “technology” factor to be a great opportunity. Solutions from the “Advisortech” business unit will help advisors in the future to take even better care of their customers and generate increased sales in their earnings.
In the “Advisory” segment, we convey financial products to private end customers via free advisors, brokers and financial distributors using the FiNUM Group.
With over 16,000 connected sales partners, around 1,200,000 end customers, a portfolio of more than EUR 4.5 billion and around EUR 1.4 billion in product sales each year, we are one of the market leaders in the German-speaking area.