-75%
Reporting
10h → 2.5h per week
Retail Banking · Private Banking · Wealth Management
Everything the advisor needs, in one place.
A SaaS platform for financial institutions that automates advisor workflows and improves service quality and decision-making with Artificial Intelligence.
Private cloud SaaSBanking system integrationFull traceability and audit
Financenova · Operational map
Institution data input
Core banking, CRM, portfolios, alerts and documentation read access.
Financenova layer
Unifies information, standardises tasks and orchestrates advisor workflows.
Applied intelligence
Prioritises opportunities and recommends next steps in an explainable way.
Execution and governance
Advisor brief, proposal, follow-up and traceability for the institution.
MiFID II · GDPR · Banking encryptionPrivate cloud SaaS model
Operational impact
Measurable results from day one
Financenova increases advisor productivity and improves the quality of decision-making and client proposals.
<3 min
Preparation
12-15 min → <2-3 min
+40%
Clients
4-5 → 35 interactions
100%
Compliance
Traceable, auditable and explainable
Estimated operational indicators on a comparable basis.
Platform foundation
Verifiable operations for private banking.
Before talking about metrics, Financenova builds a solid foundation: connected data, standardised workflow, regulatory control and AI applied to advisor work.
Calculate your institution's ROIUnified data and context layer
Client, portfolio, documentation and advisor activity in a single operational view.
Automated workflow
From meeting preparation to post-meeting follow-up, with standardised tasks and steps.
Regulatory control and traceability
Verifiable record of every interaction, recommendation and decision within the institution.
AgentNova · AI co-pilot for advisors
Explainable AI that prepares briefs, prioritises portfolios and proposes the next best action with full traceability.
100% Explainable · 100% Traceable · 100% Auditable
Automated briefDaily prioritisationNext best action
AuditMiFID II Traceability
ProtectionGDPR Compliant
SecurityBanking encryption
What we achieve
What does your institution gain with Financenova?
A more precise advisory experience in private banking, with consistent execution and end-to-end institutional control.
Unified advisor operations
Clients, portfolios, tasks and documentation connected in a single working layer for the entire institution.
AI-assisted decisions
Opportunity prioritisation and next best action with real client, portfolio and commercial agenda context.
More consistent service
Consistent preparation of briefs, proposals and interactions to raise the advisory standard across the entire network.
Institutional outcome
Better advisory quality, less operational friction and greater decision-making capacity.
- Decision and communication traceability
- Common operational framework for advisors
- Greater institutional control of service
Common operational standard for private banking with institutional control and traceability.
View estimated impactImpact calculator
Calculate the ROI for your institution
Enter your advisory team parameters and get an estimate of projected savings and revenue growth.
Input parameters
Projected results
Hours saved / year
5200h
Annual salary savings
260.000 €
New fee income
50.250 €
Estimated total annual impact
310.250 €
Based on the parameters entered. Indicative figures.
Need a more detailed analysis?
Our team prepares a personalised impact study for your institution.
Plans and pricing
Invest in real productivity:Every licence raises advisory quality.
Choose the plan that best fits the size of your team and the needs of your institution.
Basic
Financenova (platform)
55 €/advisor/month
Platform for private and wealth banking: unifies information, standardises advisor work and automates deliverables with AI.
FinanceNova platform (dashboards)
Read-only connectors
Automatic AI reporting
Full client AI analysis (Client 360)
Traceability and audit
Email support
Recommended
Pro
Financenova + Agentnova
79 €/advisor/month
Advanced productivity for the advisor: actionable alerts, automatic prioritisation and enhanced reporting to elevate every portfolio review.
Everything in Basic
Agentnova for the advisor (AI agent)
Advanced automated reports
Alerts and automatic prioritisation
Priority support
Enterprise
Integrations, deployment and custom modules
Custom
Institution standard: bank-level personalisation, SLAs, deployment governance and AI consumption adapted to your real usage.
Everything in Pro
Institution-level customisations
Advanced integrations with proprietary systems
Team / branch dashboards
Corporate reporting: institution templates and branding
Dedicated account manager
Custom AI consumption
Annual billing and minimum commitments per institution.·Implementation, integrations and scope subject to technical evaluation.·AI included per licence by plan. Additional consumption under agreement (Enterprise: custom AI).
More operational capacity for your network and higher quality AI-assisted decisions.
Financenova standardises and accelerates the wealth advisory cycle.
Our SaaS solution helps you prioritise opportunities, improve proposal quality and reduce team operational load. Every interaction is recorded with auditable and traceable evidence, in a private cloud for maximum security.
Integration with tools and processes already operating in your institution
Auditable evidence and full traceability of every recommendation
Private cloud SaaS model with reinforced security standards