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Insurance and pension agencies, their agents, and the operators who work with them.
Yes. Financi runs in production and carries agencies' daily work.
Book a demo, walk through the system with your team, and match the plan to the agency's size.
Use the “Sign in” button at the top of the site, or go straight to crm.financi.co.il.
The plan is matched to the size of the agency. Book a demo and we'll propose the right one.
The agent or operator creates a link and sends it (for example by SMS). The customer fills in and signs with a finger from a phone, with no login and no app, and the system returns a signed, sealed PDF in which any later change is detectable.
There is a shared inbox for the team: campaigns, chat assignment, document requests and analytics.
Point it at a blank Hebrew insurance-company form and the system maps the fields, even on scanned documents that can't be filled in.
Calls are ingested from the PBX, matched to the customer and transcribed.
The CRM is the agent's work: leads, customers, policies, processes and tasks. Ops is work management with operators: processes, tasks and statistics. Both sit on the same database, so handing work to the back office is a data read, not an integration.
You order the information and pull the customer's pension and insurance data, unified in one card.
When an agency activates connections to the clearing house, Har HaBituach or other sources, or uploads files, the agency is responsible for the legal basis and for documented consents. Financi processes the data on its instructions. Full details are in the privacy policy and the data processing addendum.
Yes, you can upload files, including importing CSV and XLSX files. If your data has an unusual structure, tell us in the demo.
The AI inside a customer file works on pre-defined fields only. The defence has three layers: an allowlist of fields, tests over thousands of real clearing-house files, and an egress scanner that redacts rather than fails.
That's why Keren doesn't write numbers, and Rafi doesn't write to a field without your approval. The AI phrases, and the system owns the facts.
Add a connector, paste the server address and sign in with OAuth. On Financi's sign-in screen you choose which permissions to grant. You can disconnect any time: delete the app under Developer API.
Use any of the channels at the bottom of this page: email, phone or WhatsApp. When you write, mention your agency's name and what you were trying to do.
Write to us from the address you registered with and describe what happens (for example what the screen shows). Please don't send passwords in a message.
Contact us through any of our channels and describe the request. Rights and how to exercise them are set out in the privacy policy.
