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DirectoryFinance & InsuranceFinTechPfäffikon Szfin.cube ag
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fin.cube ag

Summary

About the company

The core activity of fin.cube ag is the development and provision of software solutions for asset management and customer relationship management, particularly for the financial sector. The software covers various aspects, including: asset management (portfolio management, transaction processing, performance measurement), customer relationship management (contact management, contract management, marketing activities), document management (electronic archiving, document management), workflow and process management (automation of business processes, escalation management), and compliance and risk management (monitoring of regulations and risks). The software is designed to be user-friendly and adapt to the operational processes of customers, rather than the other way around.

AI-generated
Offering

Products & services

Industry:FinTechSoftware Development
✓ Offered5
Software solution for customer, wealth and mandate management (advisory.desk)
Single, holistic software solution for customer account and wealth management, with mandate, portfolio and securities management, investment strategy, reporting and compliance workflows.
CRM module
Customer relationship management with contact, address and relationship management, customer history, contract management, marketing activities, meeting scheduling, time tracking and debtor/creditor management.
Document management system
Electronic document filing and storage, automatic assignment, document recognition, workflow visualisation, real-time monitoring, versioning and long-term archiving.
Task management
Flexible management of pending items and tasks with priorities, workflow-based assignment, to-do lists, appointment overview, progress tracking, escalations and journaling.
Automated processing and batch jobs
Scheduled job execution, batch job management, monitoring of processing steps, logging, error messages with escalation, and support for compliance and risk tasks.
Reviews

Aggregated rating

Aggregated rating
5
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Location

Talstrasse 37
8808 Pfäffikon Sz
Opening hours
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Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-289.825.960
Founded
2015 · 11 years
Last commercial register change
June 27, 2025
Employees
1 to 10

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