Financial Guide in the New Era of Banking

Since May 2024, the FINK application has also been available to clients in the so-called New Era of Banking — that is, to clients migrated or onboarded into KB+. Thanks to this, financial advisors can now use FINK to serve all KB clients without exception.

The FINK application has brought several significant benefits to the advisory process:

• Improved quality of advisor – client conversations by consolidating all key product information in one place.
• Personalized financial recommendations tailored to each client, including specific product offers.
• Increased product sales, particularly in the areas of insurance, investments, and savings products.
• Time savings and higher efficiency for financial advisors, who can focus on key client issues thanks to automation of routine tasks and better management of the client’s financial situation.
• Support for long-term financial stability, contributing to higher client satisfaction and loyalty.

Unicorn specialists participated in the analysis and overall application design, as well as front-end and back-end development. The entire solution was engineered to ensure optimal performance, reliability, and the ability to scale further.

The detailed requirements analysis covered both business and technical specifications, forming the basis for the application’s architectural framework. The user interface was designed with a strong focus on clarity and ease of use. In addition to implementing the application’s internal logic, the back-end development ensured seamless integration with existing KB systems and the implementation of all server-side processes. Unicorn specialists continue to support the application in production, ensuring its smooth and reliable operation.