The first independent provider of personalized financial advice on mortgage and insurance products in Switzerland.
MoneyPark is a consulting agency that acts as an intermediary between private customers and banks. It uses online tools and "traditional" high-quality in-person advice to help citizens find mortgages and insurance that best suit their current financial and life situation.
MoneyPark does not have its own products, but rather provides an analysis of the various financial solutions offered by Swiss banks to help clients find the best deals.
Industry
Location
Partnership
SINCE Jan 2012
Services
FULL-CYCLE SOFTWARE DEVELOPMENT
To develop an independent financial advice platform that provides comprehensive analysis of financial products in Switzerland to find the ones that best meet customers’ needs.
During the project, we’ve developed and continue to maintain 6 web platforms:
A website that provides all the information about the Moneypark company, its products, services and offers; it includes landing pages where customers can try the Moneypark tool, enter data, see basic calculation results and an overview of their affordability situation.
Also, the customer can go through the complete process of finding a mortgage provider online and even sign a contract with the bank (if the option is supported by the bank chosen).
A web platform for communication between customer and advisor, data input, and complex calculations.
A CRM system to manage all data internally.
A web platform for communication with banks used to send specific requests and receive answers.
A CRM system for communication between Moneypark and Finance Park partners.
A web platform for companies that want to provide the same service as Moneypark by using its technologies.
To support part of functionalities on phones and tablets
Mainly used to make a direct call or send a message to MoneyPark, receive a general info, and order a personal meeting with the consultant.
Multiple types of personal and financial data:
Calculations are based on all the data collected from customers and providers. Integration with banks API enables the provision of up-to-date provider data and the possibility of signing a contract on the spot (if supported by the bank).
As a result, we receive a list of providers and information about rates, affordability, and other metrics. It also includes tips for clients to help them match to specific bank criteria.
Renegotiation and Loan affordability calculator. Complicated calculation algorithms based on the customer's data and property.
Based on MoneyPark's own custom Calendar application and Document Management System.
Mechanisms for exchanging information with banks, based on Partner Cooperation Platform, allows banks to:
The Dynamic Discount Rules Engine is the engine that allows MoneyPark experts to create specific formulas in the admin panel to use in meetings for discount calculations.
Since its establishment in 2012, MoneyPark has cemented its position as the biggest mortgage broker in the Swiss market with a unique business model as a technology-based and independent intermediary.
Mortgage Brocker
#1 Mortgage broker in the Swiss market
Acquired by Helvetia
Was acquired for CHF 107 million by international insurance group Helvetia in December 2016
Acquired the DL company
Acquired the DL company to cover both German and French-speaking parts of Switzerland
Successful Startup
The most successful Fintech startup in Swiss history
To create a financial application we used
I’m very happy with Django Stars. They’re extremely open and they’re also flexible with our changing requirements. Django Stars are sharp, very fast in understanding our often most challenging ideas from our world of finance and manage to bring them to life with relentless speed.
CTO of Moneypark
