The cloud based AIRboard works with unique process intelligence that benefits financial service providers and consumers alike.

A smart digital process translates customer individuality into tailor-made solutions, nearly eliminating misguidance.

The cloud based AIRboard works with unique process intelligence that benefits financial service providers and consumers alike.

The cloud based AIRboard works with unique process intelligence that benefits financial service providers and consumers alike.

Standardized processes virtually rule out mis-selling and deliver precisely tailored, highly individual solutions.

Standardized processes virtually rule out mis-selling and deliver precisely tailored, highly individual solutions.

Multidimensional. Balanced.

How the AIRboard works

2: The AIRboard is a digital financial coach designed to meet customers’ financial needs within the context of their particular lifestyles. It generates a personalized financial benchmark, which serves as the perfect foundation for making safe and tailored financial decisions.

2: The algorithm ensures the financial equilibrium for private customers and consumers, while optimizing the efficient utilization of financial resources, thereby ensuring the accuracy of demand coverage.

3: The process intelligence resolves the tension between true customer focus and profitability in holistic financial services, making it an attractive and sustainable business model.

Multidimensional. Balanced.

How the AIRboard works

The AIRboard is a digital financial coach designed to meet customers’ financial needs within the context of their particular lifestyles. It generates a personalized financial benchmark, which serves as the perfect foundation for making safe and tailored financial decisions. (1)

The algorithm ensures the financial equilibrium for private customers and consumers, while optimizing the efficient utilization of financial resources, thereby ensuring the accuracy of demand coverage. (2)

The process intelligence resolves the tension between true customer focus and profitability in holistic financial services, making it an attractive and sustainable business model. (3)

Digital financial coach with leadership skills

AIRboard: A CFO for private individuals

Our application treats the consumer as the CEO of their unique "Life" enterprise. Simultaneously, the app takes on the role of the CFO, offering transparency into liquidity, financing, risks.

As a CFO, the application provides consumers with all relevant information that can lead to financial success in their lives. It enables informed decision-making without the immediate need to document specific existing products, thus saving valuable time in financial consulting.

Digital financial coach with leadership skills

AIRboard: A CFO for private individuals

Our application treats the consumer as the CEO of their unique "Life" enterprise. Simultaneously, the app takes on the role of the CFO, offering transparency into liquidity, financing, risks.

As a CFO, the application provides consumers with all relevant information that can lead to financial success in their lives. It enables informed decision-making without the immediate need to document specific existing products, thus saving valuable time in financial consulting.

Customer individuality vs. standardization:
The AIRboard resolves this contradiction.

Günter Pecht, CTO

Smart customer centricity. Effective processes.

Client empowerment as a success factor

Win-win for both sides: Financial service providers become a single point of contact across all lines of business and expand their vertical value creation. With an application that proactively accompanies its customers on the path to financial self-reliance. Consumers experience the highest level of transparency, decision-making confidence, and empowerment.

0 x
more turnover
0 x
more turnover
Compared to standardized financial consulting approaches proven through successful practical testing.
0 %
more time for customer service
0 %
more time for customer service
Demonstrable potential with successful practical testing
0 x
more Customer Lifetime Value
0 x
more Customer Lifetime Value
Calculated over 25 years

AIRboard: Innovative building block for digital transformation

Functions & Features

Our cloud-based SaaS solution does not compete with CRM, CEM or ERP systems. It complements existing platforms, making them many times more effective. Our application is designed to meet the requirements of banks and insurance companies and complies with all security and governance standards applicable to financial service providers. It can be operated in a public cloud (Azure) or in a private cloud (hosted on servers in Germany).

Identify life changes and adjust portfolio

Smart needs analysis & dynamic risk detection

Customized and up-to-date investment and insurance

Interfaces to comparison portals and digital investment options

Systematic customer management

Hedging customer risk individually

Portfolio and inventory contract management

Automated consulting documentation

Process intelligence anchors true customer centricity in the DNA of financial services

Discover the full potential of the AIRboard.
Free of charge & without any obligation

Free of charge & without any obligation