Redefine Customer Understanding with Finansee’s AI-Driven Profiling Tool

Turn Raw Data into Actionable Insights and Tailor Your Offerings to Each Customer’s Unique Needs.

FinanSee for Banks, Family Offices & Advisory Firms

  • Empower advisors, compliance teams, and managers with role-based dashboards.

  • Integrate FinanSee into your CRM, client portal, or data stack — seamlessly and under your brand.

  • Monitor KPIs, pass regulatory audits, ensure GDPR and MiFID II adherence.

Profiling engine, role-based dashboards, compliance-ready reports, and API integrations under your brand.

How it Works

  • Integrate Finansee’s tool into your CRM with minimal disruption. Our dedicated support team ensures a smooth, secure onboarding process.

  • The tool scours available customer data, applies AI-driven enrichment methodologies, and reveals new dimensions like segment-level opportunities, churn predictors, and cross-selling potentials.

  • Stay ahead of the curve. As new data flows in, Finansee continuously updates customer profiles, offering fresh insights and forecasts so you can adjust strategies on the fly.

  • Visualize the data that matters most to you. Create custom dashboards that highlight KPIs, customer segments, and performance metrics aligned with your business goals.

Security & Compliance

Your data’s safety is our top priority. Finansee’s profiling platform is fully compliant with industry regulations and employs bank-grade encryption to ensure that customer information remains secure and confidential at all times.