FINCONTEC
The consulting technology
specialists for financial intermediaries
THE company

FinConTec AG is a company of the VVK Group. It is based in Teufen, Switzerland (in the Canton of Appenzell Ausserrhoden), and is the licensor of the business software FinConPro. VVK Vorsorge- und Vermögenskonzepte AG is an owner-managed SME, an independent asset manager, and a FINMA-certified insurance intermediary. For more than 20 years, the company has been advising private individuals, families, associations, and SMEs (and their owners) on all matters regarding finances, pensions, and insurance.
The VVK Group consists of:

VVK AG, FinConTec AG, Haus der Werte AG, rewardo, and swoffice AG.

willy-graf
Willy Graf Lic. iur. HSG

Founder and CEO – with more than 25 years of experience in the financial industry.

My heart beats for the reputation and strengthening of financial consulting.
The needs of the end clients and honesty when giving them advice, as well as the protection of sensitive data, are paramount. Our intelligent, highly automated consulting software FinConPro enables the highest possible client protection and offers consultants high consulting security. The end clients receive a decision-making basis, and the consultants are free from time-consuming activities, enabling them to devote their time to the valuable, sustainable care of their clients.

The consultant’s time is once again the client’s time.

Our goals

FinConTec develops digital financial consulting technology that enhances financial plans,
competitiveness, and long-term relationships between customers and advisors.
Vision AND mission

It’s never too early to start planning for the future. Everyone wants to grow old in good physical, mental, and financial health. Swiss financial service providers have always been known for their professional expertise and outstanding relationships with customers. It’s time this reputation be strengthened.

The client advisors of the future are financial coaches – much like family doctors have become “health coaches.” Financial health – and a carefree life – can only be accomplished by accompanying customers over the long term.

Personal relationships between customers and advisors are becoming increasingly important in today’s digital world.

FinConTec combines digital apps with face-to-face meetings to optimize the financial security of your customers and the compliance of your consulting.

FinConTec

The team

willy-graf
Willy Graf
lic.iur. HSG | CEO
Oxana-Baertsch
Oxana Bärtsch
Dr. oec. HSG | Member of the management
Huelya-Aydemir
Hülya Aydemir
Business economist HF | Training Manager
MarcelPierreOpfer
Marcel P. Opfer
Financial Planner federally certified | Head of Sales
Contact
us
address
Hauptstrasse 53 • 9053 Teufen • Switzerland
Phone
Email