The new way of financial advice.

With FinConPro, our all-in-one financial software, you can better fulfill all of your customers’ dreams, wishes, and goals.

The new way of financial ­advice..

With FinConPro, our all-in-one financial software, you can better fulfill all of your customers’ dreams, wishes, and goals.

for banks

Financial planning, onboarding, customer consulting, investment sales

for ins. companies

Insurance sales, customer management for brokers, pillars 3a and 3b

for financ. advisors

Asset management, financial planning, consulting, customer management

for everyone else

Trustees, tax advisors, pension funds, health insurance companies...

Life­plan

Simple.
Scalable.
Practical.

Perfect retirement planning, financial planning, and life planning in a maximum of 4 hours (instead of 15-40 hours as previously).

FinConPro

Fundamental analysis

Start of customer relationship

  • Quick and easy customer onboarding at the POS
  • Suitability test 100% fulfilled
  • Immediate investment and product sales

FinConPro

Pension analysis

Age 25-45

  • Start pillar 3a
  • Take care of insurance
  • Open a long-term savings plan

FinConPro

Retirement preparation

From age 45

  • Make optimal use of the three pillars
  • Optimize taxes and pension funds
  • Identify and implement cross-selling opportunities

FinConPro

Pension support

After retirement

  • Secure your partner
  • Review your living situation
  • Implement estate planning

Life­path

The entire customer journey at a glance in the fully integrated CRM, 100% FIDLEG compliant

At the start
of the day

Overview of customers and tasks

Contacting customers

Products and contact history at your disposal

Getting started

Onboarding completed in 10 minutes

A lifelong perspective

All assets with all cash flows

Request an appointment for a live demo now

+41 71 333 46 68

kontakt@fincontec.ch

The team

Willy Graf

Chief Executive Officer, Founder (Strategy)

Dr. Oxana Bärtsch

Chief Operating Officer (Product Development)

Carsten van Husen

CSO (Sales Management)

Beat Guntern

Head of Financial Planning (Quality Management Life Plans)
Portrait Violetta Mudra

Violetta Mudra

Pension planner

Jochen Hamma

Head of Software Development, Executive Producer

Dr. Stefan Blanck

Executive Designer Life Plans

Jan Reichert

Head of Corporate Development

Melanie Hofstetter

Head of Customer Service

Arlinda Amidi

Executive Assistant, Accounting

Sarah Vonarburg

Marketing, Communication

Willy Graf

Innovation, Strategy & Product Development

Oxana Bärtsch

Product Development, CRM & Life Plans

Jochen Hamma

Executive Producer & Software Designer CRM

Jan Reichert

Head of Sales & Business Development

Dr. Stefan Blanck

Software Designer Life Plans

Robert Mazenauer

Head of Training Concepts & Seminars

Beat Gutnern

Quality management Life plans

Fesal Olomani

Key Account Manager Financial Intermediaries

Sarah Vonarburg

Marketing & Digital Communication

Arlinda Ali

Executive Assistant & Customer Support

Melanie Hofstetter

KAM Assistant & Customer Support