Vinlivt provides a digital platform that utilizes AI-driven contract recognition and multibanking integration to give financial advisors a comprehensive view of their clients' insurance, loans, and investment products. This enables advisors to enhance client engagement and streamline financial management, ultimately increasing contract density and improving service efficiency.
Funding
$1.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors often lack a comprehensive, real-time view of their clients' complete financial landscape, including insurance policies, loans, and investments held across multiple banking institutions. This fragmented visibility hinders effective financial planning, limits opportunities for cross-selling, and complicates client communication.
Solution
Vinlivt offers a digital platform that provides financial advisors with a consolidated view of their clients' financial products through AI-powered contract recognition and multibanking integration. The platform automatically identifies and extracts key information from client bank accounts, insurance policies, and investment portfolios, presenting it in a unified dashboard. This enables advisors to gain deeper insights into their clients' financial situations, identify potential gaps in coverage, and offer more tailored advice. Vinlivt also includes a secure, GDPR-compliant messenger for streamlined communication and document sharing, fostering stronger client relationships and improving overall service efficiency.
Target Audience
Vinlivt primarily targets financial advisors, insurance brokers, and wealth managers seeking to enhance client engagement, streamline financial planning, and increase contract density.
Features
- AI-driven contract recognition that automatically identifies and extracts data from insurance policies and other financial documents.
- Multibanking integration to aggregate account information from various financial institutions.
- Consolidated dashboard providing a holistic view of a client's financial portfolio.
- Secure, GDPR-compliant messenger for direct communication with clients.
- Automated financial analysis tools to identify cross-selling opportunities and potential risks.
- Digital client onboarding and mandate process.
- Native iOS and Android apps, as well as a web browser interface.