This fintech company offers a B2B2C SaaS platform that integrates with financial service providers' websites, enabling their clients to digitally apply for financing. The platform provides real-time interest rate determination via API and facilitates mortgage financing applications.
Funding
Funding not disclosed
Founders
Product
Problem
Financial service providers face challenges in offering efficient and user-friendly digital financing application processes to their clients. Traditional methods often involve manual data entry, leading to errors and delays in loan approvals. This can result in customer dissatisfaction and lost business opportunities.
Solution
Finsolio provides a B2B2C SaaS platform that empowers financial service providers to offer self-service financing configuration tools on their websites. The platform enables end-customers to digitally apply for financing by capturing all relevant customer, project, object, and financial data. Finsolio's solution offers features such as real-time interest rate determination via API, digital self-disclosure, document upload, and seamless integration with Europace2 for efficient lead processing. By implementing Finsolio's software, financial institutions, brokers, and real estate agents can streamline the financing process, reduce administrative overhead, and enhance customer engagement.
Target Audience
Finsolio targets financial service providers, including banks, financial advisors, mortgage brokers, and real estate agents, who want to offer their clients a modern, efficient, and user-friendly digital financing application process.
Features
- Web-based application for B2C use, serving as a data capture and lead generation tool
- Comprehensive customer, project, object, and financial data capture
- Digital customer self-disclosure functionality
- Real-time interest rate determination via API
- Integration with Europace2 (kundenangaben API, Angebote API, baufismart-vorgaenge API, Unterlagen-API, Authorization API, Silent-Sign-In API)
- Configurable layout (colors, fonts, graphics, documents, links, advisor contact details)
- Software improvements and regular updates
- Valid interest rate offer determination (annuity loans, KfW-Wohneigentumsprogramm, private loans)
- Digital product sales enablement (e.g., ordering a financing certificate or construction financing advice)
- Notifications to advisors and customers
- Temporary storage and forwarding of user data and documents to Europace2
- Offers a range of configurators including Finanzierungskonfigurator, Forwardkonfigurator, Finanzierungszertifikator and Top-Zins-Tableau
- Call-to-action button and script for website integration
- Progressive Web App (PWA) functionality
- Multi-language support (German and English)