FinanzPortal24 GmbH has been a pioneer and one of the leading German developers of software for financial service providers since 2002. Founder and managing partner is the former insurance broker Hubertus Schmidt, who has significantly shaped the... software with his 30 years of professional experience in financial services. More than 5,500 consultants and brokers as well as several well-known insurance, brokerage and consulting companies are already satisfied users of FinanzPortal24's software solutions.
a tool that not only allows but also forces a structured, time-saving, detoxifying, holistic process and thus establishes intensive customer loyalty. You can also pleasantly feel the handwriting of practitioners.
I have been using the financial planner for many years and it has often generated additional sales. This is due to the fact that the customer is shown the actual gaps in the individual areas (BU, AV; retirement planning).
The explanations given in the webinar were very comprehensible and implementable for me.
Mr. F. B. in support and sales called back immediately about 15 minutes after my mail request wg. problems with a calculation and then patiently listened to my problems and created through a WebConfernce on my computer the required inputs with me. Conclusion- problem of the calculation was solved 100%!
We are very satisfied with the company and the software Finanzplaner!
The customer support was always able to help us immediately with questions about calculations or software settings!
In particular, I would like to mention Mr. Rinck from customer support, he is a really competent employee and also willing to go the "extra mile"!
Thanks again and keep up the good work,
Insurance Office Robert Mang GmbH
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Profile active since 11/02/2015 | Last update: 05/23/2022
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