--- description: Detaillierte Informationen über Finaeo zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Finaeo Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Versicherungssoftware](/directory/20035/insurance-agency/software) > [Finaeo](/software/155561/finaeo) # Finaeo Canonical: https://www.capterra.ch/software/155561/finaeo Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/155561/finaeo?page=2) > Finaeo, eine kostenlose digitale Unterstützungsplattform, die von Beratern für Berater entwickelt wurde, automatisiert die Backoffice-Administration mithilfe eines maßgeschneiderten CRM. > > Bewertung: **4.7/5** von 13 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Finaeo? Das Unternehmen richtet sich an unabhängige Finanzberatungsbüros und kleine, mittlere Unternehmen. Die Zielgruppe sind Versicherungsagenturen, Finanzplanung, Vermögensverwaltung und die Finanzberatung. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.7/5** | 13 Nutzerbewertungen | | Bedienkomfort | 4.6/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 5.0/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.8/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.5/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Finaeo - **Region**: Toronto, Kanada - **Gegründet**: 2016 ## Gewerblicher Kontext - **Preismodell**: (Kostenlose Version verfügbar) (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil) - **Verfügbare Länder**: Kanada ## Funktionen - Angebote / Schätzungen - Dokumentenmanagement - Kontaktmanagement - Verwaltung von Versicherungspolicen ## Optionen für Kundensupport - Chat ## Category - [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software) ## Alternativen 1. [ePayPolicy](https://www.capterra.ch/software/198072/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.capterra.ch/software/119068/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.capterra.ch/software/70671/applied-epic) — 4.2/5 (141 reviews) 4. [Anagram](https://www.capterra.ch/software/176989/anagram) — 4.7/5 (56 reviews) 5. [Agency Matrix](https://www.capterra.ch/software/50949/agency-matrix) — 3.7/5 (104 reviews) ## Nutzerbewertungen ### "Sophisticated CRM" — 5.0/5 > **Verifizierter Rezensent** | *21. Dezember 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Easy to use on desktop \& mobile. Clean interface \& very aesthetically pleasing. > > **Nachteile**: I understand that this product is still being worked on every day so bugs are being fixed on the regular. Other than that, I didn't find any other issues. ----- ### "Next level CRM" — 5.0/5 > **Jon** | *23. März 2017* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: easy to use, intuitive, the AI features and integration with mobile is good. > > **Nachteile**: It's still being worked on so there is a lot of features that need to be added. That being said its happening at a feverish pace. Can't wait to see what this thing will do once it's fully developed > > Been using this for a couple months now. Is already turning into the best CRM I have ever used. being able to have an AI assistant send me reminder to do things I promised to clients in emails is genius. they're constantly adding new abilities and useful features that are specific to financial advisors. It' s definitely allowed me to step my game up and be on top of things far better than my old CRM and it's still in a fairly early stage. Definitely recommend getting in on this product to anyone in the industry. ----- ### "The people behind the scenes really make this product great" — 4.0/5 > **Verifizierter Rezensent** | *5. April 2019* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: There is such a patient and dedicated team behind the product, fantastic customer service > > **Nachteile**: The software is still new so some things are being worked out but I don't doubt it'll continue to improve ----- ### "The People Make the Product" — 4.0/5 > **Sarah** | *4. April 2017* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: User friendly Great customer service Easy to use layout > > **Nachteile**: None so far > > Finaeo is one of the most user friendly platforms I've ever used. Our company has gone through a lot of different financial platforms and this is by far the easiest to use and the nicest layout. Everything is easy to find and it's so easy to update files and keep track of tasks and appointments. The guys at Finaeo are absolutely the best customer service team out there. They really know they're stuff and are always available to help out and answer any questions you have. I would definitely suggest anyone in need of a client database needs to try Finaeo. ----- ### "Finaeo & their team totally outstanding\!" — 5.0/5 > **Terra** | *4. April 2017* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: the ease of use and the team of people behind the scenes, customer service > > **Nachteile**: don't have any > > Working with the team at Finaeo has been a great experience. They listen and implement changes to the program efficiently and seeing the evolution makes it exciting to be using their program. Being a part of this process and knowing their vision, passion and where they are taking this for the future is a privilege. They are creating a product that will ultimately help me in my business to be a better, more compliant, up to date and organized me\! Putting my best foot forward with my clients. Thanks Finaeo ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/155561/finaeo?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/155561/finaeo) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Strukturierte Daten