Userlane, a Digital Adoption Platform provider, has announced a strategic partnership with fincite, a fast-growing German WealthTech firm.
The collaboration aims to optimise the use of the fincite • cios platform, delivering a seamless digital investment experience for financial institutions and their clients.
The fincite • cios platform is a modular software suite that enables banks and asset managers to digitalise wealth management services across the entire value chain. The platform integrates all key processes, from client onboarding and hybrid advisory to order execution and investment reporting. By leveraging this solution, financial institutions can efficiently implement end-to-end digital wealth management, unlock new revenue streams, and provide improved support to their clients.
Userlane’s expertise in digital adoption will enhance the usability of fincite’s software, ensuring higher user engagement and efficiency among wealth advisors. The partnership will facilitate the seamless adoption of WealthTech software through several key initiatives:
Userlane will provide structured onboarding support for wealth management advisors using fincite • cios, enabling them to better serve clients with a deep understanding of the platform’s capabilities.
Userlane will assist clients in implementing fincite • cios, streamlining financial management processes and improving overall user satisfaction.
Finally, Userlane’s interactive in-app guidance will help financial institutions maximise the potential of fincite • cios.
Marco Schüller, lead financial advisory & family office at fincite, said, “Our partnership with Userlane has a clear goal: to help fincite • cios users unlock the software’s full potential. Real-time guidance makes using the platform easier and more intuitive for advisors and their clients. The result? A seamless digital investment experience that takes efficiency and usability to a new level.”
This collaboration underscores the importance of effective technology implementation in the financial services sector. By simplifying software use, the partnership aims to enhance user experience and boost productivity for wealth management professionals.
Hartmut Hahn, CEO of Userlane, said, “Our mission is to make software intuitive and accessible. Partnering with fincite allows us to help advisors and their clients better understand and optimize wealth management processes. Together, we’re creating an innovative, user-friendly wealth management experience.”
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