Finanz Engine is our modular solution that allows banks, fintech, neobank, insurance, insurtech and wealth players to integrate personalized financial education into your digital experience, both in mobile applications and on web platforms. It's not just a content layer: it's an infrastructure designed to increase engagement, collect qualitative data on its customers and create new levers of conversion, relationship and above all, monetization. At the moment, the Finanz Engine includes two modules: Education, the real integrable financial education infrastructure, and Customer Intelligence, a tool accessible through a dedicated and personalized dashboard for each partner, designed to organize, enhance and make directly actionable the data generated by educational interactions.

Yes. We create content internally and customize it based on the partner's brand, target, business objectives and use cases. This means that the partner can offer an experience consistent with their tone of voice, their positioning, their customer segments and even with their financial products. During the delivery phase, we also support the personalization of educational paths, so as to build a truly relevant, compliant and integrated experience.

Our standard setup is designed to be as quickly as possible, through an Embedded WebView and a Single Sign-On (SSO). This allows us to integrate Finanz Engine quickly and fluidly into the partner's digital experience, with minimal effort on the part of their IT team. During each project we support not only technical integration, but also the entire delivery phase: from customizing the contents of the Education module to the definition of the data points to be collected with the Customer Intelligence module.

The timing depends on the level of customization required and the complexity of the partner's systems, but our standard setup is designed to be fast and efficient. In most cases, the integration takes place through Embedded WebView and Single Sign-On (SSO), so as to minimize technical effort and go-live times. The final timing therefore varies depending on the project, but our approach is designed to accelerate implementation as much as possible without burdening our partners' team.

Finanz Engine, through the Customer Intelligence module, transforms the data collected with Education into useful insights to better understand users, needs and financial behavior. The focus is on high-value 'soft data', such as life goals and financial concerns. This data flows into customized dashboards for in-depth analysis, granular segmentation, and targeted campaigns. When necessary, insights can be integrated into the partner's CRM and systems, supporting marketing, product, consulting, and distribution networks.

Yes. Finanz Engine is a white-label and modular solution, designed to adapt to different brands, customer segments and strategic objectives. It can be configured for retail, private banking, wealth management, insurance and many other use cases, maintaining consistency with the partner's digital experience and with the priorities of the project, both on the Education front and on the Customer Intelligence front.