Which clients need a conversation?
For advisory teams reviewing a client book: see which cases have evidence worth checking, record the conversation and keep the next contact visible. Start with a small CSV/XLSX sample and compare the shortlist with your usual method.
From a case to a recorded next step
Illustrative workflow — synthetic example, not a customer result.
1. Evidence to verify
Customer C-021. Concentration data is present, but the source date is missing. Confirm the data before treating the signal as current.
2. Adviser judgment
Record useful, not useful or needs verification, with a reason. The adviser decides whether a conversation is appropriate.
3. Follow-up
Save the outcome, a note and a next-contact date. Compare the shortlist with your usual list on the same sample.
The Founder Pilot includes sample mapping, workflow setup, a comparison report and a decision on whether to continue. Price: from €2,500 one-off; final scope and any later subscription are agreed separately. No CRM integration, business result or regulatory approval is assumed.
Role-Based Dashboards
Five interactive role previews; View Only access is the sixth supported platform role.
Platform Administrator
Full control over tenants, users, subscriptions, and billing. Manage domains, team setup, and workspace controls. Monitor platform-wide analytics and compliance.
Platform Capabilities
Seat-license Platform
Empower advisors, compliance teams, and managers with role-based dashboards designed for financial institutions.
Developer portal
Business and enterprise customers can scope API access, integration workflows, and developer handoff through the gated portal.
Compliance & Audit Trail
Review access, recorded actions and supporting evidence. Your institution assesses legal requirements and controls.
Reports & Exports
Generate review-ready reports and export governed data for approved internal workflows.
How it Works
Check your sample
Review column coverage and row errors before confirming a CSV/XLSX import. Missing evidence stays missing.
Review the evidence
See the source date, available signals and limits. Stale or undated evidence calls for verification.
Action Workflow
Relationship managers review evidence, record the action taken, and capture its outcome.
Role-Based Dashboards
Visualize governed KPIs, customer segments, and workflow status by role.
See the Platform in Action
2 minutes · synthetic demo book · plays from YouTube (privacy-enhanced mode)
Plans & Pricing
Recurring SaaS plans, billed monthly or annually.
Founding Team
or €4,900/year
For focused advisory teams
- Up to ~5 advisors
- Admin and Relationship Manager roles
- Who-to-call queue with evidence and outcomes
- Multiple dataset uploads
- PDF and CSV reports
- Onboarding support
Business
or €9,900/year
For scaled firms and governance teams
- Everything in Founding Team
- Up to ~20 advisors
- Compliance, Head, Portfolio and View Only roles
- Compliance and audit console
- Domain branding and workspace security
- Developer portal access
Enterprise
For embedded and white-label delivery
- Everything in Business
- White-label delivery model
- API-led integrations
- SSO, DPA/DDQ and security review
- Custom provisioning
- Negotiated SLA and onboarding
Assisted service · separate from SaaS
Founder Pilot · From €2,500 one-off
A paid, founder-assisted 90-day service to map your data, configure the workflow and validate it with your team.
No automatic renewal. Any later SaaS subscription or pilot credit is agreed only in the signed proposal. App or Connected access is not included automatically.
Security & Compliance
FinanSee is built for GDPR-aware workflows, tenant separation, access controls, and encrypted transport. Institutional customers can review DPA, hosting, and security controls during onboarding; final regulatory review remains with the customer.