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CPB SOFTWARE’s PROFOS Tool Helps Financial Advisors Meet Client Needs

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This post is part of our live coverage of FinovateEurope 2015.
 
CPB SOFTWARE showcased its PROFOS tool for financial advisors.

PROFOS is the app for bankers! Mobile services are up-to-date, comprehensive, intuitive and discreet. PROFOS is more than a common app. It combines your customer’s data with consultancy features supporting advisors skills – highly demanded by your clients!

PROFOS helps your advisors easily show and present deep banking knowledge combined with a better understanding of your clients’ needs. Your conversations with clients will change and at any place requested, your clients will be more attentive and understand more easily. Hence, for you: MORE profit with LESS effort.
Presenters: Peter Thomayer, CEO; Barbara Aigner, consultant; Markus Nekham, consultant
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Product launch: September 2014
Metrics: €3.5 million in equity, €17M in revenue for 2014, 130+ employees, 700+ customers in 7 countries
Product distribution strategy: Direct to Business (B2B), licensed
HQ: Vienna, Austria
Founded: 1996