AI-enabled sales and product platform for life insurance and pensions
Stage
Not given
Not given
Founded
Not given
2023
Based in
DE
DE
Pricing model
Free trial
Contact for pricing
Pricing
Monthly: €9.99 (regular) or €5.00 with 50% founder discount. Annual: €99 (regular) or €49.50 with 50% founder discount, saving approximately 17%. Both plans include automatic recurring payment monitoring, AI-assisted categorization, email notifications for missing or overdue payments, browser-based
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Key features
Automatic recurring payment monitoring
Real-time alerts for missing or overdue payments
Detection of missing transactions
Rent payment monitoring for landlords
Overview of active subscriptions and contracts
Subscription price increase alerts
PSD2 bank synchronization across Europe
AI-assisted transaction categorization
Encrypted bank account data storage
Incoming payment alerts
AI co-pilot assistant for human advisors to automate admin tasks
Omnichannel customer activation across voice, chat, mobile and web
Seamless handover from digital to advisor with context
Rapid product launch in 4-6 weeks
Customer profiling in 3 minutes
Compliance orchestration layer
What makes it different
Secure PSD2 Open Banking integration so you never share bank credentials
AI automatically detects recurring patterns and price changes
Works in background with encrypted server-side monitoring
Tailored for landlords, small businesses, and freelancers
No credit card required for 30-day free trial
Up to 65% efficiency gain with AI financial advisor
BaFin-licensed and regulated asset manager
German pension reform expertise with AVD and Riester migration
Xaver