You convinced a new customer with your performance, and they now want to set up an account with your banking institution? Excellent! Emphasize your customer service and make their switch easier.
With the fino Account Switching Service it all just takes a few minutes. Your customer only has to log in to their online banking system and digitally retrieve their account turnover information. From that, we can automatically identify all payment partners in the shortest possible time. Afterwards, your customer chooses the payment partners they want to take over or add further ones manually. Then they only have to cancel their old account. We will create all relevant letters to payment partners for the customer and send them automatically if required. Finally, the customer receives a summary of all proceedings via email. In the process we naturally observe all European data protection legislation.
Your customer can verify the actual transition of their payment partners and make edits at any stage, if necessary.
Identify your customer’s individual life situation and utilize the potential to make custom-fit offers.
At home on the PC, on the go using the tablet or via smartphone –the fino Account Switch can be used anywhere with total flexibility.
fino supports you with a Payment Accounts Act-compliant Account Switching Aid. We support the adviser in filling out a digital authorization and automatically transmit it to the old bank. The adviser will be informed of each change during the process to make sure that all legal deadlines are adhered to. The customer can decide whether he wants to verify his payment partners on his own or together with the adviser before they are automatically informed by us. The new bank’s authorization automatically ends up in the tool, which you will be notified about. Check the authorization and digitally upload your customer’s transmission data. We will transmit those for you to the new bank –no more annoying faxing! Again, we will display all legal deadlines and inform you as soon as any action is required.
Monitoring of legal deadlines through automated dunning. The entire process is in accordance with the Payment Accounts Act.
Creation, dispatch and recording of authorizations. Comprehensive reporting and order history as well as workflow management.
Your employees benefit of clarity at all times regarding current new- and old bank tickets, urgency, dates of receipt and due dates. The overview can be sorted and filtered.