Banxware for Brokers: Brokers share Insights from Everyday Use

What is Banxware for Brokers? 

For many businesses, access to capital is critical, whether to seize opportunities or bridge financial gaps. Brokers play a key role in this process. They guide clients through complex financing options, compare offers and accompany them until payout.

But for brokers, the process itself often remains fragmented. Manual steps, parallel communication channels and missing interfaces lead to slowdowns and lost deals.

Banxware for Brokers was built to change that. It’s an all-in-one platform that simplifies the entire financing process.

Brokers can:

• Start new financing requests in just minutes, manually or via API
• Track all active cases in one dashboard, including open tasks and progress
• Support clients instantly when technical hurdles occur (e.g., KYC, account linking)
• Communicate clearly and centrally, with all documents and updates in one place

The result is a process that gives brokers full visibility and control and frees up valuable time for personal advisory.

First Results: Proven Impact in Daily Business

The financing brokers DFKP and FinCompare were among the first to integrate Banxware for Brokers into their daily operations. Working closely with them, we have continuously optimized our software and a few months after going live, we asked both partners what impact they have seen so far.

1. Time to Offer reduced by 70%

Speed is one of the most decisive factors in modern financing. Since introducing Banxware for Brokers, DFKP’s time to offer has become dramatically faster, as Thomas Stanner, the Chief Product Office at DFKP, shares: 

“Since using Banxware for Brokers, our offer process is faster and smoother. It went from up to 13 days down to under 4 days, a real boost in quality and speed.” - Thomas Stanner, Chief Product Officer at DFKP

Behind these numbers lies a major shift in process control. Advisors can now start, monitor and finalize financing cases without waiting for manual updates or repeated handovers. Every step happens in one dashboard and in real time.

FinCompare reports similar experiences. Their broker team noticed faster thoughput and fewer follow-ups thanks to better transparency, as Ina Hausmann, Key Account Manager at FinCompare, explains: 

“We can now keep a clear overview during the entire application process. That’s a real advantage for us and our brokers.” - Ina Hausmann, Key Account Manager at FinCompare

2. Drop-off rates significantly lower

Before integrating Banxware for Brokers, incomplete applications and client drop-offs were a regular challenge. Now, with fewer manual steps and clearer communication, partner report decreased drop-off rates.

“The transparency of the system helps both sides: clients stay informed, and advisors can react immediately if something’s missing. Since the integration, the drop-off rate has noticeably decreased.” - Thomas Stanner, Chief Product Officer at DFKP

By consolidating all client interactions and documentation in one place, brokers can guide customers more effectively through each stage, resulting in more completed applications and higher overall efficiency.

3. Conversion rates slightly increased

A faster, more transparent process not only saves time, but can also have an impact on improved conversion rates. DFKP reports a slight increase in successfully closed cases, largely due to faster response times and reduced friction in the customer journey.

“When clients receive feedback within hours instead of days, they stay engaged. This led to a slightly improved conversion rate for us."
- Thomas Stanner, Chief Product Officer at DFKP

With fewer interruptions and better process visibility, brokers can follow up proactively, keeping clients involved and maintaining momentum from the first request to the final offer.

4. Client and Advisor Satisfaction increased

While speed and efficiency are easily measurable, another noticeable change for both partners lies in how advisors and clients experience the process. Advisors now work with more control and confidence and that shift is reflected directly in client satisfaction.

“For our advisors, it’s a real gain. They now have more control in the process and are clearly in the driver’s seat. That increases both transparency and advisory quality.” - Thomas Stanner, Chief Product Officer at DFKP

Suitable for Every Broker Setup

These results prove that when technology supports people, advisory quality and client satisfaction grow hand in hand. To make this impact accessible to brokers of all sizes, Banxware for Brokers was built with flexibility at its core.

Whether you are an independent advisor handling individual clients or a large brokerage network managing hundreds of applications daily, the platform adapts to each workflow seamlessly.

Brokers can choose how they use it:

• Through the dashboard: Ideal for advisors who want a quick and intuitive way to start and manage financing requests manually.
• Via API integration: Perfect for partners who want to embed Banxware for Brokers directly into their existing systems.

The flexibility ensures that every broker, from digital-first companies to traditional advisory firms, can benefit immediately. Even without integration, the platform offers everything brokers need: fast application setup, real-time status visibility and clear next steps in one application.

Conclusion

The first months of Banxware for Brokers show what happens when technology truly supports people. By simplifying the financing process, brokers gain what they value most: time for genuine advisory and stronger client relationships.

Our partners DFKP and FinCompare have proven it in practice: faster offer times, fewer drop-offs, higher satisfaction. Their feedback continues to shape how we refine and expand the platform, ensuring it remains built around real-world needs.

“All in all, it’s a very well-rounded setup. We would recommend Banxware for Brokers at any time, especially to brokers who want to make their process more digital, faster, and more reliable.” - Thomas Stanner, Chief Product Officer at DFKP

For brokers aiming to modernize their processes and strengthen advisory relationships, now is the right time to join!

Contact us for more information at: partnerships@banxware.com