Koelnmesse Congress

In addition the customer management program protects the intermediary, because all operations VVG compliant are documented, which serves the provability in the event of a dispute. In this way, intermediaries can significantly lower your liability risk with VENTAKVM. Great emphasis was placed on the development of the programme on the interface friendliness. So, an import interface for contacts is in addition to a GDV interface to import of relevant sales contract attributes. Existing customer and contract documents can be integrated so with just a few mouse clicks in VENTAKVM saves time and thus money especially to beginners. Development of software support and the system resources of the Fund financial has invested in parallel to the development of the software in the support and system resources: software support staff was increased and extended technical resources. In addition to a significantly higher availability of the VENTAKVM hotline and a shortening of response to written requests, so the stability of the system and the performance could be further enhanced.

The investments were necessary, because the increasing number of users of VENTAKVM make higher demands and only that user satisfaction is guaranteed. VENTAKVM was developed in collaboration with C1 FinCon”developed, and is continuously adapted to new requirements. More information at services/softwarepakete/venta / lectures at the 3rd KVK trade fair: 3. Cologne insurance and investment trade fair, June 13, 2013, Koelnmesse Congress-Centrum Nord, free of charge under more success with the free CRM and customer management program VENTAKVM including CARALITE-supply analysis the Fund financial Broker service GmbH the Fund financial Broker service GmbH is the largest financial broker pool of in Germany. The Munich company is nationwide with more than 26,000 sales partners, 180 employees and 130 regional directors active. Finance, the Fund revenues in the fiscal year 2011 EUR 109.3 million. The profit amounted to EUR 10.1 million (profit of from ordinary activities). Financial supports the Fund comprehensive and award-winning sales intermediaries in the fields of life, health, property, investments, investment and banking products to 100% free of charge. The Fund financial was founded in 1996 and is independent as owner-managed company to 100%.

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