Financial educationfor your clients
Turn financial education into a lever to grow your conversions
We already work with
Banks
Private banks
Brokers
New verticals coming: fintech, insurance, insurtech, neobanks and many more, in Europe and beyond.
As featured in
Education
From passive clients to confident investors
Offer your clients a personalised financial education experience directly inside your platform to increase trust, engagement and conversions.
Learn
Personalise and retain
Engage your clients with relevant, targeted learning experiences. Increase trust, retention and their propensity to invest.
Customer Intelligence
Discover your clients' needs
See instantly when your client is ready for your products. Understand their interests and needs and make the right offer, at the right time.
Launch in a few days
A ready-to-use solution, integrable via web-view in very little time and with minimal effort. Educate your clients and generate concrete results in record time, with no wasted resources.
Impact
Concrete benefits
Boost engagement and trust
Engage clients with relevant, fun and interactive content that strengthens your relationship with them.
Increase your conversions
Personalised learning paths guide users towards subscribing to financial products, increasing sales.
Reduce time-to-action
Turn knowledge into action: shorten the time between interest and decision, accelerating conversions.
Monetise effectively
Every educational path becomes a lever to generate concrete revenue and increase your bank's profitability.
Reach all of your clients
A solution that integrates quickly via web-view, ready to reach thousands of clients without technical complexity or wasted resources.
Know your clients
Understand your users' needs and preferences through detailed profiles and insights on financial products and interests.
Security and compliance by design
We are part of a community of innovators,in Europe and beyond
The fintech and insurtech associations Finanz is an active member of.
- EDFA (European Digital Finance Association) — Belgium
- Fintech Belgium — Belgium
- Finance Innovation — France
- France FinTech — France
- Le Village by CA (France) — France
- House of Finance and Tech Berlin — Germany
- TechQuartier Frankfurt — Germany
- Fintech District — Italy
- Italia Fintech — Italy
- Italian Insurtech Association — Italy
- Le Village by CA (Milano) — Italy
- Fintech Norway — Norway
- Fintech Poland — Poland
- Barcelona Finance Hub — Spain
- London & Partners — United Kingdom
A proven model, loved by people
Over 300,000 people already learn with Finanz and rate it 4.7/5 on the stores. It's the same experience your clients get inside your app: engagement that's already proven, not a bet.
Mgaralut
App Store
Finanzas para tod@s
Me encanta el contenido y el lenguaje para explicar cosas que me parecían dificilísimas de entender.
Cristovic
App Store
esperienza fantastica
applicazione moderna simpatica e utile per imparare le basi della finanza. Ero convinto fosse come tutte le altre applicazioni fuffa nelle quali dopo aver fatto la registrazione per farle funzionare ti chiedono un abbonamento mensile o annuale…
Sdavila235
App Store
Muy recomendable
Es una app increíble si no sabes mucho sobre invertir y otros conceptos básicos, aunque también te enseña definiciones y demás, estaría bien profundizar un poco más y también mejorar un poco el sistema de “avance”, además de que te ponga que lo has…
ekoz27
App Store
Genial
Alors je suis déjà dans la finance mais curieux de découvrir l'application et c'est génial du bon travail et de l'explication clair et nette, pour vous dire j'en ai encore appris grâce à vous. 😌😌
Teo160372
App Store
App stupenda
Ho scoperto recentemente un'applicazione di finanza personale che ha completamente ribaltato il mio modo di vedere la gestione del denaro, ed è semplicemente eccezionale. Quello che mi ha colpito di più è la sua straordinaria freschezza: l'interfaccia è…
Pau_alvarez
App Store
Gracias a esta app he perdido el miedo a invertir
Llevaba tiempo buscando un sitio donde poder aprender finanzas de verdad que fuera apto para principiantes, y “realista” a la hora de empezar a aprender a manejar tu dinero, y gracias a esta app ahora me encanta este mundillo y disfruto de verdad, he…
Gaia_798
App Store
L'app che mancava!
Ho scoperto Finanz per caso ed era proprio quello che cercavo: un'app di finanza personale che spiega in maniera semplice e coinvolgente competenze che purtroppo non sono sempre accessibili o facilmente comprensibili se non si intraprendono…
riccardo inve
App Store
Perfetta per imparare il mondo finanziario
Ho provato molte applicazioni per imparare il mondo della finanza, ma questa è senza dubbio la migliore! L'interfaccia è intuitiva, i contenuti sono spiegati in modo chiaro e adatti sia ai principianti che a chi ha già qualche conoscenza.Uno dei punti di forza è la varietà di argomenti trattati: dagli investimenti alla gestione del denaro, passando per il trading, le criptovalute e l'economia globale. Inoltre, i quiz e gli esercizi pratici…
Kekko34qecew
App Store
App Indispensabile
⭐⭐⭐⭐⭐Un'app indispensabile!Finanz è davvero perfetta per chi vuole avvicinarsi al mondo della finanza e degli investimenti senza sentirsi sopraffatto da termini complessi. Le spiegazioni sono chiare, semplici e ben strutturate, ideali sia per chi parte da zero che per chi vuole consolidare le proprie conoscenze di base. L'app è intuitiva, ben organizzata e rende l'apprendimento piacevole e immediato. Finalmente…
Zilvia_006
App Store
STUPENDA!!!
Non scrivo mai recensioni, ma sento proprio il bisogno di dire che i ragazzi che hanno creato quest'app sono dei geni!Ho sempre voluto entrare nel mondo della finanza, ma ho sempre avuto difficoltà nel trovare un percorso completo che partisse dalle basi…
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Ready to revolutionise the relationship with your clients?
Make every client feel understood and turn financial education into value for you and for them!
FAQs
We always put our partners at the centre of every project. For any question or clarification, contact us directly: we're here to support you at every stage.
Finanz Engine is our modular solution that lets banks, fintechs, neobanks, insurers, insurtechs and wealth players integrate personalised financial education into their digital experience, both in mobile apps and on web platforms. It's not just a content layer: it's an infrastructure designed to increase engagement, collect qualitative data on your clients and create new levers for conversion, relationship and, above all, monetisation. Finanz Engine currently includes two modules: Education, the actual integrable financial-education infrastructure, and Customer Intelligence, a tool accessible through a dedicated, personalised dashboard for each partner, designed to organise, enrich and make directly actionable the data generated by educational interactions.
Yes. We create the content in-house and tailor it to the partner's brand, target audience, business goals and use cases. This means the partner can offer an experience consistent with their tone of voice, positioning, client segments and even their financial products. During the delivery phase we also support the personalisation of the learning paths, building an experience that is truly relevant, compliant and integrated.
Our standard setup is designed to be as fast as possible, through an Embedded WebView and Single Sign-On (SSO). This lets us integrate Finanz Engine quickly and smoothly into the partner's digital experience, with minimal effort from their IT team. Throughout every project we support not only the technical integration but the whole delivery phase: from personalising the Education module's content to defining the data points to collect with the Customer Intelligence module.
Timelines depend on the level of personalisation 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 happens through Embedded WebView and Single Sign-On (SSO), minimising technical effort and go-live time. The final timeline varies by project, but our approach is designed to accelerate implementation as much as possible without burdening our partners' teams.
Finanz Engine, through the Customer Intelligence module, turns the data collected with Education into insights that help you better understand users, needs and financial behaviours. The focus is on high-value "soft data", such as life goals and financial concerns. This data flows into personalised dashboards for in-depth analysis, granular segmentation and targeted campaigns. When needed, insights can be integrated into the partner's CRMs and systems, supporting marketing, product, advisory and distribution networks.
Yes. Finanz Engine is a white-label, modular solution designed to adapt to different brands, client segments and strategic goals. It can be configured for retail, private banking, wealth management, insurance and many other use cases, staying consistent with the partner's digital experience and project priorities, on both the Education and the Customer Intelligence side.