Your CRM updates itself after every client meeting. No typing. No catching up later.
FinPortal listens to each client conversation, then writes your notes, your next steps, and your follow-up messages in your own words. You review and send.
Add your card to start. Nothing is charged until day 14. Cancel anytime.
Swiss & on-device No setup call needed
57% of insurance pros spend more than 50% of their day on admin.
Advisors lose 22 hours a week to admin.
Agents spend just 35% of their time actually selling.
A full CRM that keeps itself up to date.
The meeting capture sits on top of the CRM your team already needs. Pipeline, calling, messaging, and client portals, all in one place.
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Sales pipeline
Deals move through your stages as the conversation happens. No stale records to clean up on a Friday afternoon.
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Browser calling
Call clients straight from the browser. Every call is logged and summarized on the record.
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WhatsApp
Message clients on WhatsApp and keep the whole thread attached to their contact.
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Client portal
Give each client a branded space to share documents and stay in the loop between meetings.
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Forms
Capture leads and intake details with forms that land straight in the CRM.
Audio never leaves your laptop.
Recording, transcription, and AI processing stay on your computer. Built for Swiss brokers and advisors.
- Recording, transcription, and AI processing stay on your computer.
- Audio never leaves your laptop.
- Built for Swiss brokers and advisors.
Six quiet systems doing the admin for you.
- 01
Silent Capture
Records each client conversation in the background. Nothing to launch, nothing to forget.
- 02
Local Summary Pass
Turns what was said into a clean, structured summary on your own computer.
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Swiss Smart Layer
The AI layer drafts your notes, next steps, and follow-up messages in your own words.
- 04
Multi-Signal Contact Matching
Finds the right client record automatically across phone, email, and name.
- 05
Auto-Pipeline Hygiene
Moves each deal to the right stage and clears stale records without a nudge.
- 06
Cockpit View
Brings the day's meetings, follow-ups, and next steps into one calm view.
One plan. One price.
Founding firms: 14-day Admin Back Pilot, then CHF 197 per user. Cancel anytime, nothing charged until day 14.
FinPortal Pro
Every feature included.
CHF 197 / user / month, all-in
- Meeting capture, summaries, and follow-up drafts
- A sales pipeline that updates itself
- Browser calling with logged, summarized calls
- WhatsApp messaging on every client record
- Client portal and intake forms
- Recording, transcription, and AI processing stay on your computer
A 5-person firm pays CHF 985 a month. That is about a quarter of what one loaded Swiss admin hire costs you (CHF 6,500 to 6,900 a month).
Questions brokers and advisors ask us.
- What is FinPortal?
- FinPortal is a CRM for insurance brokers and financial advisors that updates itself after every client meeting. It listens to the conversation, then drafts your notes, your next steps, and your follow-up messages in your own words. You review and send.
- Who is FinPortal for?
- Insurance brokers, financial advisors, and mortgage brokers in the DACH region (Germany, Austria, Switzerland). It is built for advice-led client work, not for real estate agents.
- Does the audio leave my computer?
- No. Recording, transcription, and AI processing stay on your own computer. Audio never leaves your laptop, which matters under the revised Swiss data protection law (revDSG) and the GDPR.
- What does FinPortal cost?
- One plan, CHF 197 per user per month, everything included. You start a 14-day pilot with a card on file. Nothing is charged until day 14, and you can cancel anytime.
- Do I need to install anything or book a setup call?
- No setup call is required. You add your card, start the pilot, and the CRM begins keeping itself up to date after each client meeting.
- How is FinPortal different from a normal CRM?
- A normal CRM still needs you to type notes and move deals by hand. FinPortal does the after-meeting admin for you. Notes, next steps, follow-up drafts, and pipeline updates happen automatically, and you stay in control by reviewing them before anything goes out.
- Is FinPortal a Swiss company?
- Yes. FinPortal is built by Finportal GmbH in Winterthur, Switzerland, for the Swiss and wider DACH market.
Get your admin back after every meeting.
Run the 14-day Admin Back Pilot with your team. Keep the time you save.
Card to start Nothing charged until day 14 Cancel anytime