Vinlivt
Vinlivt is an AI-powered platform designed for modern financial sales, automating processes from customer onboarding to contract management for financial intermediaries. It offers a comprehensive financial app that integrates banking and depot data to provide detailed financial insights, contract recognition, and a secure, GDPR-compliant communication messenger. The platform enhances customer engagement, reduces administrative workload, and boosts sales performance by enabling financial advisors to present themselves as tech-savvy professionals. Vinlivt is validated by financial intermediaries and recognized as a new industry standard, supporting over 50 financial sales organizations with automated processes, digital signatures, and real-time financial analysis to maximize customer retention and revenue growth.
Vinlivt
Vinlivt is an AI-powered platform designed for modern financial sales, automating processes from customer onboarding to contract management for financial intermediaries. It offers a comprehensive financial app that integrates banking and depot data to provide detailed financial insights, contract recognition, and a secure, GDPR-compliant communication messenger. The platform enhances customer engagement, reduces administrative workload, and boosts sales performance by enabling financial advisors to present themselves as tech-savvy professionals. Vinlivt is validated by financial intermediaries and recognized as a new industry standard, supporting over 50 financial sales organizations with automated processes, digital signatures, and real-time financial analysis to maximize customer retention and revenue growth.
TL;DR
What: AI-powered financial advisory platform and client finance app for brokers, advisors and distributors
Founded: February 2022
Headquarters: Munich, Germany
Employees: 5
Reported funding: ≈ $1.81M total (pre-seed + extension)
Company Overview
Problem Domain
Fintech / Insurtech — sales and advisory workflow automation for financial intermediaries
Founded
2022
Industry
Financial technology
Funding Track Record
€700000
Reported pre-seed round
≈ €1,000,000
Reported extension in April 2024
Investor Signal
“ZAIS Group and Tenity listed among named investors in database entries”