Building Digital Offices with Digital Employees for Enterprises
Digitalization made easy – one app with everything you need to grow safely and at scale.

Security

User-Centric solution adhering to highest compliance & regulatory standards

Automation

AI-powered cross-selling platform that handles large volumes.

Simplicity

White-label digital-office with integration managed by us for easy transformation.
Transforming Investment and Insurance Funds
All Services – One Intuitive App.

Customer onboarding, digital transactions, portfolio simulator, customer engagement, and community features. All in one app.

It’s easy to use, engaging, and meets the highest industry standards for compliance and security.

The Digital Office
White-label mobile app, EIDAS 2.0 identification and onboarding, Smart product listing and monitoring.

Built-in simulators and comparators.

Offer virtual investment trials. With a portfolio simulator, your customers can simulate, learn, and invest—all with just a few clic

Wallet for card transactions.

Provide neat e-wallet experience, handle transactions and set up recurring payments with ease.

Interactive tailored education.

Automate and personalize. Deploy AI avatars in any role for smart, friendly, and human-like personal financial advice.

User gamification and reward system.

Community features to retain more customers and encourage referrals. We combine learning with gameplay for an enjoyable app experience.
Connect with, serve, and win over more customers in your digital audience

FinqUP V.I.S.T.A.

A digital front-office - uniquely designed for the needs of insurance and investment funds.
Explore FinqUP V.I.S.T.A.

FinqUP C.H.A.R.M.

Generative AI agents that offer personalized financial advice and recommendations.
Explore FinqUP C.H.A.R.M.

Calling Form

Our AI assistant can handle both inbound and outbound calls in various languages. With a 90% accuracy rate in addressing user needs on the first question, it can manage tasks such as opening orders, checking prices, troubleshooting, and more.
Coming Soon

Ease of Use

Intuitive interfaces

24/7 Availability

Always available assistance

Expert Financial Advice

Informed financial decisions
The Digital Employees
What Institutions Get?
Customer Growth & Retention
Personalized and efficient service.
Growth Adaptability
Scales with client growth
Improved Efficiency
Automation of routine tasks
High Volume Handling
Manages large interactions
Cost Reduction
Reduced need for manual intervention.
Flexible Integration
Integrates with existing systems
Ready to Revolutionize Your Fund?
Take the next step in your digital journey

Digital front-office made simple. Discover how our AI-enhanced technology can take your digital operations to the next level.