FondsKonzept AG

Broker pool, software, service manager, CRM, app, digital finance folder

FondsKonzept AG
131 Reviews i
published (95%)
out of 138 reviews
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Today's FondsKonzept AG was founded on April 27, 2000 as FondsKonzept Service GmbH and sees itself as an open broker association and integrated service provider for independent brokers, distributors, asset managers, banks, insurance companies and...
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FondsKonzept AG
Ulmer Straße 6
89257 Illertissen
Germany
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Review from 09/01/2022  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
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103 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Especially for consultants with a fully digital consulting approach, this is an absolutely recommendable pool.
The symbiosis of FinanceHome as a cloud-based customer portal, the fully digital advisory route and the FinanceApp for digital customer signatures works wonderfully.
Because the programming is done completely in-house, things are implemented quickly and efficiently.
The digital pioneers in a dusty industry.
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Customer review & rating for:
FondsKonzept AG
09/01/2022Mathias P.
5.00 out of 5
Excellent
Recommendation
Great team, all friendly and helpful. In addition, very good IT infrastructure.
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Customer review & rating for:
FondsKonzept AG
01/07/2022Paul M.
5.00 out of 5
Excellent
Recommendation
very satisfied partner for over 20 years
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Customer review & rating for:
FondsKonzept AG
12/02/2021vfm Bauer & Kollegen | Hans B.
5.00 out of 5
Excellent
Recommendation
I have been working with Fondskonzept since 05/2020. I am very grateful to have such a competent partner at my side. The employees are helpful, competent and very committed! Top address!
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Customer review & rating for:
FondsKonzept AG
09/21/2021M.
5.00 out of 5
Excellent
Recommendation
I have my Fondsshop through FondsKonzept. My customers and I love the Fondsshop! Keep it up!
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Customer review & rating for:
FondsKonzept AG
07/07/2021Margit A.
5.00 out of 5
Excellent
Recommendation
High investment in technology - Good training opportunities-Current selection of topics- Very good colleagues
to exchange experiences also among broker colleagues-
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Customer review & rating for:
FondsKonzept AG
03/10/2021otto k.
5.00 out of 5
Excellent
Recommendation
An always professional and timely support of all problems.
Competent and obliging team. Always eager to act problem solving!
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Customer review & rating for:
FondsKonzept AG
12/18/2020Anonymously
4.80 out of 5
Excellent
Recommendation
Fondskonzept AG is my third broker pool, as I was not satisfied with the two previous ones. The services and in particular the IT technology provided, including Fondsshop, FinanceApp and FinanceCloud, are coherent in the overall package in the area of investment advice and therefore Fondskonzept is my first choice as a partner. I have to cut back on the comparison calculator and sales support in the insurance area.
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Customer review & rating for:
FondsKonzept AG
12/17/2020Michael Schiffer I.
5.00 out of 5
Excellent
Recommendation
KUndenservice works promptly and competently.
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Customer review & rating for:
FondsKonzept AG
12/17/2020Anonymously
4.20 out of 5
Good
Recommendation
Implementation of DSGVO very good, very good technical support in times of pandemic
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Customer review & rating for:
FondsKonzept AG
12/17/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Nice, competent, prompt. Highly recommended.
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Customer review & rating for:
FondsKonzept AG
06/23/2020Jan-Torsten B.
5.00 out of 5
Excellent
Recommendation
No Comment
Customer review & rating for:
FondsKonzept AG
05/02/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Top pool with very motivated employees, I have enjoyed working with them every day for over 15 years
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Customer review & rating for:
FondsKonzept AG
04/08/2020Anonymously
4.00 out of 5
Good
Recommendation
I would be very grateful if the application videos were more up to date and on more topics.
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Customer review & rating for:
FondsKonzept AG
04/01/2020Petra R.
4.00 out of 5
Good
Recommendation
The staff are very friendly and the systems are easy to use. I would like to see an area for app users in the media library. We could forward these videos to clients. The portfolio analysis should be expanded to include the area of costs.
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Customer review & rating for:
FondsKonzept AG
04/01/2020Ralf N.
4.40 out of 5
Good
Recommendation
At this point, a very big "thank you" and compliment for your support with the daily webinar and the provision of your know-how and your texts, ideas and procedures on the subject of Fondsshop! However, I would like to see more support in the accompaniment in the concrete implementation phase of the digitization. I do not like the ticket system to clarify questions! Here, other pools are more "customer-friendly" and faster due to more staff.
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Customer review & rating for:
FondsKonzept AG
03/26/2020I.
4.80 out of 5
Excellent
Recommendation
Matin Eberhart has understood where to pick up the customer.
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Customer review & rating for:
FondsKonzept AG
03/24/2020Jochen R.
4.80 out of 5
Excellent
Recommendation
Top in the fund area. Especially in the current crisis and also in the past always very good sales approaches! Especially from Martin Eberhard. Thanks for that.
The broker service center is a great help in investment consulting.
It's a pity that the insurance area is still lagging behind a bit. But I want to have everything under one roof, because it brings many advantages for the customer and me!
Fits!
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Customer review & rating for:
FondsKonzept AG
03/23/2020FKS Finanzen nach Maß Gmbh & Co. K.
5.00 out of 5
Excellent
Recommendation
Fondskonzept always supports the broker in word and deed. I am very enthusiastic about the customer management program with its top features, which makes everyday life easier for brokers. And the customer app is also very well received and is an absolute relief in communication with the customer. Above all, I appreciate the support in the current crisis situation.
Many thanks for the good and pleasant cooperation.
Franco Financial Management
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Customer review & rating for:
FondsKonzept AG
03/23/2020Alexander F.
4.40 out of 5
Good
Recommendation
Satisfied with the relatively quick implementation of everyday issues to open our customers' eyes and encourage further investment. Unfortunately, this is relatively difficult with the different contacts. Each case is peculiar and often needs even more persuasion in the long term.
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Customer review & rating for:
FondsKonzept AG
03/23/2020Wolf-Dieter D.
28 Reviews from
2 other sources
4.43 out of 5
Good
5.00 out of 5
Excellent
12 reviews on Facebook
 
03/13/2021
4.00 out of 5
Good
16 reviews on Google
 
07/19/2023
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* All reviews and experiences about FondsKonzept AG are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 11/24/2016  |  Last update: 09/20/2023   |  Report profile

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