Compaio makes an entire retail banking advisory process possible everywhere in just 15 min. combining acoount, insurance, investment, financing and pension in one algorithm based digital advisor following a B2B2C approach.
What is the problem you are solving?
The local bank advisory process inside a bank branche is absolutely inefficient for banks and the private customer. The bank has a really long meeting which effects high labor costs and an advisor with specific knowledge wherefore cross-selling is not really possible. Moreover we might expect that the private customer has to free the morning to reach this time consuming meeting. But the private customer do not get an entire financial recommendation. He is limited by opening hours and personal resources.
What is unique about your solution?
We are the first full automatically and digital bank advisor who combines the main topics account, insurance, investment, financing and pension in one advisor. We create an unique UX story with really simple and easy understandable explanations for a really complex topic - finance. You get an advise immediately while you can close the deal directly on the mobile devise. Moreover we are still a member of the Postbank IdeasLab wherefore we can test it with real customer and a participant of the 12 Batch at the Axel Springer Plug & Play Accelerator.