The No. 1

for your

The No. 1
für Vermittler.
Upsell
dein Business.

Dein Bestand kennt mehr Umsatz, als deine Berichte zeigen.

Erkennen. Priorisieren. Realisieren.

Vinlivt liest Bank- und Bestandsdaten wie ein Umsatz-Radar: strukturierte Finanzanalysen decken auf, wo bei welchem Kunden welches Potenzial liegt und führen es direkt in den Abschluss.

Investment als Upsell ohne §34f.

Investmentpotenzial erkennen & direkt abschließen lassen.

Deine Revenue Intelligence Engine.

Bankdaten rein, Potenziale raus.

Wie viel Zeitersparnis möchtest du haben?

Nutze vorhandene Daten und automatisiere die zeitintensiven Arbeitsschritte in deinem Alltag.
Dein Impact
Bis zu 24.500 €
Ersparnis pro Jahr / Berater
-25%
Erstgespräch buchen
Bestseller
⏱️ Zeitersparnis im Onboarding statt 30 Minuten manuell maximal 5 Minuten
50 Kunden x 30 Minuten x 70 €/h
~1.750 €
🛡️ Weniger Kundenverluste an andere Finanz-Apps & Vergleichsportale
10 Kunden × 300 € Kundenwert
‍~3.000 €
📈 Umsatzsteigerung durch 100 % Transparenz +15 % Neuabschlüsse
1 Vertrag mehr × 50 Kunden
× durchschn. 250 € Provision
‍~12.500 €
💰 Erhöhung der Bestandsprovision
+50% mehr Vertragsbestand
100 Kunden × 45 €
‍~4.500 €
🏦 Zeitsparende Beratung durch Banking-Zugriff & Kontoeinblick Finanzanalyse
50 Kunden x 45 Min x 70 €/h
‍~2.650 €



Nutze Bankdaten statt Informationen mühsam einzutippen und Potenziale selbst zu berechnen.

Mehr Umsatz aus Kundenstamm generieren

Investement Potenziale sichtbar machen

Vorsorgelücken automatisch erkennen

Cross- & Upselling pro Kunde
massiv steigern

Investment Upsell, ohne Dokumentations- oder Haftungsverpflichtungen.

AI financial analytics

Quick insights. Tailored sales impulses.

Detailed insights. Quick and extremely easy — Vinlivt uses account information to make tailored sales impulses easily visible to customers and consultants.

Book an initial consultation

AI self-assessment

Get a complete overview in seconds — your clients' account details immediately provide you with their entire financial situation.

Book an initial consultation

AI optimized results

Our AI aggregates and sorts all data — for the most convenient overview so that you can fully concentrate on your advice.

Book an initial consultation

Passt deine bestehende Systemlandschaft.

Vinlivt synchronisiert relevante Kunden- und Vertragsdaten mit angebundenen MVPs und Maklerpools und ergänzt sie um Bank- und Finanzdaten.

Vinlivt is the reason your inventory is growing faster than ever before.

Uncover all insurance, loans, and investment products using AI and customer data

Vinlivt is your new all-in-one communication tool. Fully integrable into the everyday life of your customers and 100% GDPR compliant for seamless financial advice.

Our tool for you: Contract recognition through the banking & deposit interface in the Vinlivt customer app

Try us out for free! Create a free consultant account. Invite your first customers to your personal Vinlivt app and connect with them permanently. Your customers will be impressed!

Customer data at the push of a button

Discover all insurance, income & expenses and investments of your customers from bank information.

Unlimited contacts

With AI, massively increase your contract density, cross-selling potential and further develop customers digitally.

Contract recognition

Our AI extracts all of your clients' insurance and contracts in seconds.

Service fee

Get more out of your customers and use your customer app to introduce service charges.

Vinsider Family

Goodby paperwork and hello happiness with your fully digital range of values.

Gemeinsam entwickelt mit Vermittlern, für intelligente Beratung und vom Markt als neuer Branchenstandard bestätigt.

T. Schiffgens
CEO: Covago GmbH, GKV Heroes
With Vinlivt, we offer customers the most everyday broker app at the level of Finanzguru. The app increases customer loyalty and makes us the fully digital broker of the future.
M. Arndt
VB Select
Vinlivt offers our customers everyday relevance through 360-degree finances. With our digital advice, we save time without losing the personal touch. The Vinlivt customer app provides instant access to our customers — instantly and easily. And the result? A significant increase in contract density.
C. Steinberger
CEO: Finances Steinberger GmbH & Co. KG
With Vinlivt, we offer our customers comprehensive financial services, including emergency planning at the push of a button. On my best Vinlivt day, I obtained 65 brokerage mandates via app.
J. Schröder
CEO: indivo GmbH
With Vinlivt, we achieve one thing in particular: maximum convenience for our customers. Our advantage: time savings in consulting and fully digital personal support on equal footing.
F. Kieselstein
COO: Value Finance GmbH
With the Vinlivt existing vacuum cleaner, we introduce customers to our inventory in a targeted manner and within seconds. Thanks to Vinlivt, we were able to increase contract density by up to 200%.

Start now and create a Vinlivt account

Simply log in, enter your details and get started — your Vinlivt account is ready to use in just a few minutes!
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