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TurnFriendly Financials
The contact page lists the company address as Schillstraße 4, 90491 Nürnberg, Germany.
What it is
TurnFriendly Financials is a web-based case management platform for banks, insurers, and other financial service providers. It organizes queries, complaints, claims, reclaims, feedback, and other concerns from intake through response, with case histories, categorization, and configurable workflows. Work can be distributed automatically or routed by skills, while to-do lists, resubmissions, dashboards, investigation tools, and SLA tracking support case handling. Banking functions include SEPA processes, PSD2 incident handling, reimbursement releases, and BaFin-compliant reports. Its AnsFuG module identifies relevant issues and prepares employee and complaint data for supervisory reporting. Insurers can collect, categorize, and evaluate complaints and produce reports. Company-specific portals accept customer concerns and give bank advisers access to information, with single sign-on. TurnFriendly lists more than 60 standard reports and real-time information. Integrations include SAP interfaces, proprietary systems, customer data, HR, mail, telephony, document management, and banking systems, along with SOAP and REST web services. It is available as SaaS or on-premise. Pricing is available on request.
For and against
For
- Manages cases from intake through response.
- Supports skills-based routing and case dashboards.
- Includes banking and insurance complaint reporting.
- Offers SaaS and on-premise deployment.
Against
- Pricing is available only on request.
- The product is designed for financial service providers.
- Deployment options are SaaS or on-premise.
The verdict
TurnFriendly Financials combines configurable case handling with banking and insurance workflows, reporting, and integrations. Organizations considering it will need to request pricing and assess its fit for their financial-services processes.
Who it suits
TurnFriendly Financials is intended for banks, insurance companies, and other financial service providers handling customer concerns. Its banking and insurance workflows address different reporting needs.
On the record
- Access controls
- The feature list describes individual read, change, and approval permissions, central user profile administration, data view permissions, single sign-on, and LDAP.turnfriendly.com · read 8 Oct 2026
- Additional interfaces
- The feature list names Exchange and Lotus Notes, LDAP, document management, CTI telephony, banking connectors, SAP-FAKT, BaFin web services, CSV and Excel exports, data warehouses, Word and email.turnfriendly.com · read 8 Oct 2026
- AnsFuG reporting
- The AnsFuG components identify relevant issues and automatically generate employee and complaint message data for reporting.turnfriendly.com · read 8 Oct 2026
- Banking compliance
- Its AnsFuG module identifies relevant issues and generates employee and complaint report data for supervisory reporting.turnfriendly.com · read 8 Oct 2026
- Banking workflows
- Financials supports automatic process distribution, an AnsFuG module, core system integration, BaFin-compliant reports and PSD2 incident handling.turnfriendly.com · read 8 Oct 2026
- Broader integration options
- The platform lists Exchange and Lotus Notes mail, LDAP, document management, customer data, HR systems, telephony, banking and inventory systems, and SOAP/REST web services among its integration options.turnfriendly.com · read 8 Oct 2026
- Case management
- The platform handles customer concerns from receipt through response in one system, with case histories, categorization and configurable status workflows.turnfriendly.com · read 8 Oct 2026
- Case workflows
- The product supports automatic process distribution, skills-based routing, to-do lists, resubmissions, and dashboards for open processes.turnfriendly.com · read 8 Oct 2026
- Company
- TurnFriendly Software GmbH is based in Nuremberg, Germany, and its founder says the company was founded in 2001.turnfriendly.com · read 8 Oct 2026
- Deployment
- The feature list describes the system as web-based and available as SaaS or on-premise.turnfriendly.com · read 8 Oct 2026
- Deployment and architecture
- The feature list describes the system as web-based and available as SaaS or on-premise.turnfriendly.com · read 8 Oct 2026
- Financial workflows
- Banking features include SEPA, PSD2 incident handling, reimbursement release processes, and BaFin-compliant reports.turnfriendly.com · read 8 Oct 2026
- Insurance complaints
- For insurers, the system collects, categorizes and evaluates complaints and generates complaint reports.turnfriendly.com · read 8 Oct 2026
- Integrations
- The maker lists standard SAP interfaces, adapters for proprietary systems, parallel connections to multiple customer master data systems, and integrations for HR, mail servers, call centers and banking systems.turnfriendly.com · read 8 Oct 2026
- Intended users
- The maker says TurnFriendly Financials is used by branch and direct banks and is designed for banks, insurance companies and other financial service providers.turnfriendly.com · read 8 Oct 2026
- Portals
- Company-specific service portals accept customer concerns and let bank advisers retrieve information, with single sign-on.turnfriendly.com · read 8 Oct 2026
- Purpose
- TurnFriendly Financials manages queries, complaints, claims, reclaims, feedback and other concerns for banks, insurers and financial service providers.turnfriendly.com · read 8 Oct 2026
- Reporting
- The platform feature list advertises more than 60 online reports, including customer, product, process, branch, cost, and lead-time reporting.turnfriendly.com · read 8 Oct 2026
