Home / Financial advice / Findesk (Adviesmaat) vs Onesurance

Findesk (Adviesmaat) vs Onesurance

Both are professional tools for financial advice. Findesk (Adviesmaat) has a free trial; Onesurance has a stronger GDPR profile.

Findesk (Adviesmaat)Topicus.Finance B.V. (Deventer, NL)GDPR: Good

on request (try free for 30 days) · free trial

Stronger on 1 by 2 points with a clear margin

vs
OnesuranceOnesurance B.V. (Netherlands)GDPR: Strong

on request (fixed price per client per year)

Stronger on 1 by 2 points with a clear margin

The key differences

  • Onesurance has a stronger GDPR profile: Strong, against Good at Findesk (Adviesmaat).
  • Findesk (Adviesmaat) has a free trial; we did not find one for Onesurance.
CriterionFindesk (Adviesmaat)Onesurance
GDPR profileOur summary of what the provider itself publishes about your data. For a professional tool: whether the data is stored in the EU, whether there is a certification or GDPR guarantee, and whether the provider is based in the Netherlands or the EU. For a general model: EU hosting, no training on your data and self-hosting. From Strong to Unknown; Caution only for a model with a documented problem. How we measureGoodStrong
Priceon request (30 days free trial)on request (fixed price per client per year)
Free trialYesNot found
OriginNetherlandsNetherlands
TasksAI minute-takerAI for data analysis and reporting

Choose Findesk (Adviesmaat) if…

  • you want to try it for free first
  • what you're looking for: drafting complete mortgage advice
  • what you're looking for: AI records client conversations

Choose Onesurance if…

  • GDPR and confidentiality weigh heavily
  • what you're looking for: flagging lapse risks per customer
  • what you're looking for: predicting cross-sell opportunities per customer

Features of Findesk (Adviesmaat)

  • Draw up complete mortgage advice
  • AI records client conversations
  • Home sustainability module
  • CRM integration via GetMore
  • Download documents
  • Flexible subscriptions
  • Create your own templates
  • Track client wishes and agreements

Features of Onesurance

  • Flagging churn risks per customer
  • Predicting cross-sell opportunities per customer
  • Proactively flagging duty-of-care risks
  • Real-time management cockpit
  • Daily action lists per adviser
  • AI agents for email, chat and campaigns
  • Integration with ANVA, CCS and Salesforce
  • Customer value calculation for adviser prioritisation

Frequently asked questions

Which is better: Findesk (Adviesmaat) or Onesurance?
Findesk (Adviesmaat) has a free trial; Onesurance has a stronger GDPR profile. What matters more to you determines the choice; the table puts everything side by side.
Which is safer for your data: Findesk (Adviesmaat) or Onesurance?
Onesurance has the stronger GDPR profile (strong versus good). The profile summarises what the provider publishes; always conclude a data processing agreement. See the GDPR check for financial advice.

Everything about Findesk (Adviesmaat) Everything about Onesurance

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