Vision-Makler
8x Faster in Client Consultations: How Vision-Makler Digitized Its Processes and Reclaimed Real Time
With over 1,000 clients under management and a one-person back office, Martin Röder, owner of Vision-Makler, proves what’s possible when the technology behind the scenes simply works. His philosophy: offer modern, independent advice that truly puts clients first. To make that happen, he relies on automated processes that don’t slow him down but instead make complex topics simple and easy to understand. Today, etops FinanzPortal is the digital backbone of his success.
Company
Vision-Makler
Location
Plauen, Germany
Founded
2011
Clients
> 1,000
Vision-Makler
Vision-Makler stands for highly qualified, forward-thinking financial advice independent and transparent, without blinders. Martin Röder advises his clients primarily in the complex fields of company pension schemes (bAV) and biometric risk coverage.
One principle guides everything: clients should make decisions that truly fit their needs. That requires a quality of advice that takes time, and technology that doesn’t eat up that valuable time in the back office.
When the System Dictates the Work, Instead of the Other Way Around
Martin Röder is happiest doind what he does bes: advising clients in direct conversation. But for a long time, there simply wasn’t enough time for that. At Vision-Makler, bAV calculations ran through Excel spreadsheets or clunky offline calculators. Rate comparisons ate up hours of everyday work, time that went into data entry behind a screen instead of building trust and personal client relationships.
The real problem: the systems in use had no interfaces. They simply didn’t talk to each other. Every new data record meant manual transfer, duplicate upkeep, and the risk of errors.
At the same time, there was no tool available for client meetings that could bring complex retirement-planning scenarios to the table quickly, clearly, and visually. Because complex things stay complex if you can’t make them simple to see. It was a situation that couldn’t scale any further.
A System That Takes Over the Data Flows
Since switching to the cloud-based etops FinanzPortal, manual data maintenance and time-consuming rate comparisons are a thing of the past. Thanks to a direct API connection, client data flows fully automatically and securely from the CRM into the portal. No manual intermediate steps, no copy-pasting, no more transfer errors.
Today, Martin Röder and his team use the portal as their central tool for benefit analyses, bAV calculations, and contract optimization. What used to require laborious preparation behind the scenes now happens live, in the meeting, with just a few clicks. Pension gaps and potential improvements become visible instantly, in graphic form.
Another key factor in day-to-day work is how easy the software is to use: it guides users step by step through every process. That not only takes the load off the owner, it also means new back-office employees can become productive with the system almost immediately, without a long onboarding period.
Thanks to Etops
Vision-Makler has achieved:
87.5
%less time spent on consultation preparation
1K
+clients personally and individually managed by a lean team
100
%seamless, uninterrupted data flow through direct CRM integration
800
%efficiency gain across the entire company
A Partnership That Enables Real Growth
For a lean, modern brokerage, operational efficiency isn’t a luxury, it’s essential for survival. Switching to etops FinanzPortal has fundamentally changed the way Vision-Makler works:
From 8 hours to 1: Data-preparation tasks that once took an entire workday are now completed by the team in just one hour, an efficiency gain of 800%.
More time for what matters: Automated workflows free up the team. Instead of maintaining data, Vision-Makler can focus fully on providing individual care to its 1,000+ clients.
Advice that impresses: Complex figures are presented visually in etops FinanzPortal so clients understand them immediately. That builds trust and dramatically shortens the decision-making process.
Ready for the future: The freed-up capacity and delighted clients are driving strong growth in demand. Vision-Makler is expanding and is currently hiring another team member, so every client continues to receive the personal care the company is known for.