Banking · Copenhagen, Denmark
and.money
&money builds an AI-enabled customer engagement platform that helps financial advisors at banks before, during and after customer meetings.
- Website
- andmoney.dk
- Headquarters
- Copenhagen, Denmark
- Sector
- Banking
- Fintech Award Points
- +195, #138 of 204
About and.money
&money offers &money Engage, a connected advisory engagement platform with modules for scheduling, meeting preparation, presentations, live AI assistance and automated follow-up, all built on a shared CRM database. It serves financial institutions, mainly Danish banks, and integrates with Salesforce and Microsoft Dynamics 365. The company also offers Young Money, a digital learning app, and says it has a unique ownership structure and develops its products in close collaboration with its financial-sector clients.
What and.money offers
- &money Engage advisory engagement platform
- Schedule module (smart meeting booking)
- Prepare module (meeting preparation)
- Present module (CRM-based personalised presentations)
- Assist module (live AI meeting support)
- Act module (automated summaries and follow-up)
- CRM integrations with Salesforce and Microsoft Dynamics 365
- Young Money digital learning app
Who and.money serves
- Banks and financial institutions
- Financial advisors
Topics
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Profile researched by Alexandra Studio from public information about and.money, updated 10 November 2026. Something wrong or missing? Update your company or remove it.