Inside CIOS: How banks digitalize investment advice | fincite

CIOS is the wealth management platform from fincite, built to help banks and advisors run the entire investment advice process in one tool. Margo, one of our Product Owners, shares what advisors actually achieve with CIOS and gives a short tour of our Frankfurt office. For decades, advisors have worked across up to twelve software systems in parallel to run a single advice session. CIOS covers the full process end-to-end, from onboarding through advice, ordering and reporting, with MiFID II compliance built into the workflow rather than added on top. In this video: What CIOS does for banks and advisors How advisors use CIOS in their daily work A look inside our Frankfurt office About fincite: fincite is a WealthTech company based in Frankfurt, Germany, and part of the Harvest Group. CIOS, the fincite wealth management platform, is used by 9,000+ advisors across Europe to serve more than 630,000 end clients. Learn more: https://www.fincite.de Book a demo: https://www.fincite.de/contact #WealthManagement #WealthTech #fincite #CIOS #InvestmentAdvice #MiFIDII #BankingSoftware #FinancialAdvisors