Industry · Finance & Insurance

Software for financial service providers and insurers – traceable and secure

Client portals, comparison calculators, application flows and partner interfaces: we develop software for financial service providers that speeds up advisory work and documents every step.

Initial consultation freeDesign with LOMA DESIGNIn business for over 10 years
Request a projectProject Configurator
Featured image: Finance & Insurance

Finance & Insurance: software that fits your workflows

Financial advisors, insurance brokers and comparison providers work with many documents, deadlines and partners. Software for financial service providers brings client data, documents and follow-ups together in one place and makes processes traceable. Clients upload supporting documents themselves, track the status of their application online and receive updates without your team having to answer every question by phone.

01

Our knowledge also comes from our own operations: with Tarifemaxx.de and KreditKoala.de, we develop and run our own comparison portals with in-house calculators, partner integrations and automated marketing. That's why we know how important correct rate data, easy-to-understand application flows and automated tests with every change are – so that no incorrect terms are displayed. This hands-on knowledge from day-to-day operations goes directly into your project.

02

Financial companies are often subject to special documentation, disclosure and security requirements. We implement technical measures such as logging, role-based permissions and two-factor login and coordinate them with your compliance team. Which requirements apply in detail is a legal question – our information is a general overview and does not replace legal advice. We don't plan data protection and security as an afterthought, but from the very first sketch.

Story

Finance & Insurance in 7 slides

Just swipe through: typical challenges, our approach, and suitable solutions for your industry.

01 / 07

Industry

Finance & Insurance. Digital, the way your daily work needs it.

Client portals, comparison calculators, application flows and partner interfaces: we develop software for financial service providers that speeds up advisory work and documents every step.

  • Free initial consultation
  • Transparent, fixed price if you like
  • Reply usually within 24 hours
nanoconcepts.de
02 / 07

Challenges

Know the feeling?

  1. 01Documents by email and mail
  2. 02Drop-offs in the application flow
  3. 03Keeping rates and partner data up to date
  4. 04Documentation requirements
  5. 05High security requirements
nanoconcepts.de
03 / 07

Our approach

Here's how we work.

  1. 01
    Process before interfaceWe first map your advisory or application process with all review steps …
  2. 02
    Easy-to-follow flowsWith LOMA DESIGN, we structure applications and calculators into clear steps …
  3. 03
    Clean partner integrationWe connect rate calculators, bank or insurer interfaces and your CRM via API.
  4. 04
    Security in operationWe harden logins and forms, encrypt data storage and document approvals in the …
nanoconcepts.de
04 / 07

Matching services

Everything you need.

Web ApplicationsAPI & Backend DevelopmentWeb SecurityProcess AutomationReact DevelopmentAI Integration & Chatbots
nanoconcepts.de
05 / 07

Client example

Not just talk. Actually built.

Rettinger Epoxid Boden Design: new website on a monitor, laptop, and smartphoneSkilled trades · Floor coatings · DudenhofenRettinger Epoxid Boden DesignWebsite relaunch for seamless epoxy and metallic floors – as a fast, secure HTML website for any device.
13,600+Subpages
847Locations
25Magazine articles
View project
nanoconcepts.de
06 / 07

Common question

Good question. Clear answer.

How much does a client portal or comparison calculator cost?

Nano Concepts

A single calculator or a lean web application starts in the Starter package from €2,500.

nanoconcepts.de
07 / 07

Let's get started

Unlock your full potential.

Tell us about your project – we usually get back to you within 24 hours with an initial assessment.

Request a project +49 176 84843252 info@nanoconcepts.de

TOGETHER. DIGITAL. SUCCESSFUL.

nanoconcepts.de
01 / 07
Challenges

Typical challenges in Finance & Insurance

We hear these topics again and again in conversations with companies in the industry.

Documents by email and mail

Clients send supporting documents incomplete and through different channels. Case handlers search, request missing items and lose track in the process.

Drop-offs in the application flow

Long, confusing forms cause prospects to give up mid-application – even though they actually wanted to complete it. Every abandoned flow is a lost contact.

Keeping rates and partner data up to date

Terms change constantly, and partners adjust their data formats. Without automated imports and tests, outdated or incorrect information is a real danger.

Docu­menta­tion requirements

Advisory steps, consents and approvals must be recorded in a traceable way. Scattered notes and Excel lists hardly meet this standard.

High security requirements

Financial data is an attractive target. Forms, logins and file uploads must be protected against misuse and automated attacks.

Approach

How we work

  1. Process before interfaceWe first map your advisory or application process with all review steps, deadlines and approvals. Only then do we create the forms and portals that support this process – so every step remains traceable later on.
  2. Easy-to-follow flowsWith LOMA DESIGN, we structure applications and calculators into clear steps with a progress indicator, plausibility checks and helpful error messages.
  3. Clean partner integrationWe connect rate calculators, bank or insurer interfaces and your CRM via API. Imports are versioned and logged, and calculators are automatically tested against reference values with every change.
  4. Security in operationWe harden logins and forms, encrypt data storage and document approvals in the deployment pipeline. We handle updates and security patches as part of maintenance.
Services

Matching services for Finance & Insurance

How we apply our services in this industry – with concrete examples from everyday business.

Software & Apps

Web Applications

A financial services provider lets clients upload receipts and track the processing status of their applications in the customer portal.

Learn more
Software & Apps

API & Backend Development

A comparison portal integrates partners' rate calculators via API and passes inquiries to the respective providers automatically.

Learn more
Cloud, Operations & Security

Web Security

A comparison or application form is secured against manipulated input and automated abuse attempts.

Learn more
AI & Automation

Process Automation

Application data is checked for completeness, missing documents are requested automatically and complete cases are handed over to case handling.

Learn more
Software & Apps

React Development

A financial services provider gives customers interactive calculators and charts that recalculate scenarios instantly with every input.

Learn more
AI & Automation

AI Integration & Chatbots

An AI summarizes submitted documents and flags missing evidence; the final review remains with case handlers.

Learn more
Cloud, Operations & Security

Databases & Cloud

Rate and comparison data is imported regularly, versioned and logged in a traceable way – just as we do it for our own finance portals.

Learn more
Cloud, Operations & Security

DevOps & CI/CD

A comparison calculator is automatically tested against reference values with every change, so that no incorrect rates are displayed.

Learn more
Our own products

Platforms from our development team

Live platform

KreditKoala.de

Finance portal for real-time comparisons of loans, financial products and insurance – with partner integrations and automated marketing.

Learn more
Live platform

Tarifemaxx.de

Comparison portal with in-house calculators and partner integrations – marketing, social media and Google Ads run automatically.

Learn more
FAQ

Frequently asked questions: Finance & Insurance

A single calculator or a lean web application starts in the Starter package from €2,500. Client portals with document upload, role-based permissions and partner interfaces are in the Professional package from €8,000. Comparison portals and larger platforms are priced individually in the Enterprise package – after the free initial consultation. We include ongoing hosting and maintenance costs transparently in the quote.

Yes. With Tarifemaxx.de and KreditKoala.de, we run our own comparison portals and know the requirements for calculators, partner integrations and marketing automation. We develop the right solution for your portal based on your business model. On request, we also take over ongoing operation, maintenance of partner data and the technical connection of marketing channels.

We implement technical requirements such as logging, access control, encryption and documented approvals. Please clarify with your compliance team or legal advisor which supervisory or data protection obligations apply to your company – our assessment is general and does not replace legal advice.

Yes, on request – for example, to summarize submitted documents or flag missing evidence. The final review and decision always remain with your case handlers. Together with you and your compliance team, we determine which data may be processed and where the AI is operated.

After the free initial consultation, we analyze your processes and prepare a transparent quote – preferably at a fixed price when the scope is clear. Then we develop in stages on a staging environment, coordinate interim results with the business department and compliance, and support the go-live.

Digital Glossary

Key terms for your project, briefly explained

Serverless computingOWASP Top 10Retrieval-Augmented Generation (RAG)Robotic Process Automation (RPA)Cron jobAuthentication & authorizationCustomer portalFull-stack developmentAll terms
Locations

Finance & Insurance in your region

Business hubs where the industry is strongly represented – we support companies there remotely and on site.

SindelfingenStuttgartWiesbadenFrankfurt am MainBad Homburg vor der HöheBonnCologneDüsseldorfRatingenDortmundMunichMünsterHamelinHerfordGronau (Westf.)HanoverBraunschweigAll locations
Magazine

Read more

Featured image: Automating Business Processes: 5 Workflows to Start With
AutomationJuly 30, 20267 min read

Automating Business Processes: 5 Workflows to Start With

Sorting inquiries, coordinating appointments, retyping quotes: five workflows that can be automated in almost every company – with a prioritization guide, a practical example and the typical mistakes.

Read more
Featured image: AI Document Extraction: Process Invoices and Paperwork Automatically
AIAugust 5, 20268 min read

AI Document Extraction: Process Invoices and Paperwork Auto­mati­cally

AI can read invoices, delivery notes and orders, validate them and transfer them to your ERP – even without a fixed template. How it works, what e-invoicing changes and where the limits are.

Read more
Featured image: AI for SMEs: Where Chatbots and Assistants Really Help
AIJuly 14, 20267 min read

AI for SMEs: Where Chatbots and Assistants Really Help

AI pays off in mid-sized companies when it takes over a clearly defined task. Where chatbots and assistants relieve service, sales and knowledge work – and what data protection and the EU AI Act require.

Read more
More industries

Solutions for other industries

Manufacturing & IndustryRetail & E-CommerceLogistics & TransportationHealthcare & NursingReal EstateServices & ConsultingSkilled TradesStartups & FoundersEducation & ResearchTourism & HospitalityMedia & Creative IndustriesAll industries
18 · Scenario · approx. 50 seconds

The invoice mountain

Month end, 400 incoming invoices – and Sabine types up every one. AI reads number, date and amount automatically; Sabine just checks and keeps an eye on discount deadlines.

ServiceAI document processingForAccounting & administration
Sounds familiar? Start the needs assessment
Read transcript

End of the month.
400 incoming invoices.
Sabine types up every one.
Number. Date. Amount.
One typo: one zero too many.
Early-payment discounts? Missed.
Money left on the table.
Here’s what’s going wrong.
Retyping is not accounting.
NANO CONCEPTS lets AI read along.
Data extracted. Automatically.
Sabine just reviews.
All fields recognized.
Discount deadline in view.
End of the month.
Sabine leaves on time.

Get the right quote in 60 seconds

Needs analysis for your project

Answer a few short questions – we usually get back to you within 24 hours with an initial assessment.

Request a project