Independent financial adviser
Aggregated listing

Web platform for credit brokerage with integrated CRM - Canton of Solothurn

CHF 8,000 - 10,000

Asking price

Listing published on firmaverkaufen24.chView the official listing
Company description

This opportunity concerns the acquisition of a complete digital platform dedicated to credit brokerage. The system includes an established domain name, a functional credit calculator and a fully operational customer relationship management (CRM) system. The package constitutes a turnkey solution for starting or developing a business in the financial services sector. The platform has been designed to generate client enquiries in a scalable manner, depending on the advertising budget invested. This flexibility allows a buyer to adapt the business development according to their resources and ambitions. The integrated credit calculator facilitates simulations for visitors, whilst the CRM enables efficient management of contacts and incoming enquiries. The technical infrastructure is functional and ready to use. Additional services can be negotiated with the seller, including technical support for the CRM and calculator, as well as customised adaptations of the system according to the buyer's specific needs. These services are available for an additional fee to be agreed. Important point to note: in accordance with Swiss regulatory requirements for credit brokerage, no licence is included in this sale. The buyer will need to obtain the necessary cantonal authorisations independently before being able to operate the business. This acquisition is therefore aimed at financial sector professionals or entrepreneurs prepared to undertake the required administrative procedures. This digital solution represents a solid foundation for anyone wishing to position themselves quickly on the credit brokerage market with professional tools already in place.

Strong points

Complete and operational platform with credit calculator and integrated CRM Scalable business model according to advertising budget invested Functional technical infrastructure ready to use Possibility of technical support and customised adaptations

Listing published on firmaverkaufen24.ch

Leez indexes this listing. Full details and the seller's contact are on the official listing.

View the official listing
Key details

Reference ID

100,566

Location

Solothurn

Published

February 18th, 2025

Business sectors
Independent financial adviser

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