Insurance
Give your customers a holistic 360° view of their financial life. Or increase the frequency of contact with your customers by integrating banking functions into your customer portal. We also help you directly identify sales potential.
Discover with BANKSapi how you can create inspiring customer experiences and increase your existing customer penetration.
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Digital household book
Keep an eye on current income and expenses, optimize spending behavior with budgets, view contracts for recurring expenses and get tips on optimizing finances. With a digital household book, you can create everyday relevance with your customer portal, bind your customers to you and strengthen your position as a partner in financial matters.
Liquidity management
Forward-looking management of liquid assets and cash flow is an essential task for the commercial management of a company. Our analysis and forecasting tools for your customer portal help your business customers to always keep an eye on their liquidity situation and to optimize it. BANKSapi retrieves the account data required for this fully automatically in the background.
Digital Insurance Overview
From account transactions, we can automatically read existing insurance contracts, including those of third-party companies, and prepare them clearly for your customers. This can be done either as a separate application or embedded in your customer portal. This saves manual entry work and gives you the opportunity to make targeted suggestions for re-insurance based on the available data or to provide advice even more efficiently based on this data.
Sales Trigger
BANKSapi converts mere account transactions into knowledge and sales potential. This means you will be informed promptly of changes in life circumstances (e.g. job change, marriage or birth of a child) or other changes in the risk situation. You will automatically receive a sales trigger. This way you remain a caring and attentive partner at your customers' side and increase your sales turnover. You can do this, for example, with a customer portal including multi-banking function or with an easily embeddable micro-frontend powered by BANKSapi.
Financial Home
Dramatically increase the contact points with your brand and your services! A customer portal with Financial Home as an app or on the web bundles all financial services and self-services in one place. Integrated online banking makes your application relevant to everyday life. We deliver a cost-effective solution that increases process efficiency and boosts your sales success.
Insurance Folder & Contract Manager
In a digital insurance folder including contracts from third-party companies, you can show your end customers all insurance contracts with a variety of characteristics and forms of presentation – this is what our flexible data model and our adaptive frontend (for example as a financial home, personal finance management tool or customer portal) are designed for. In addition, you can use our frontend solutions to map contract and partner-based business transactions. This improves the customer experience and reduces your process costs.