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SPECIFICTION
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TurnFriendly Financials

turnfriendly.com

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Spec score 6.8 #22 of 26 in Complaint Management Software

What it is

TurnFriendly Financials is a web-based case-management platform for banks, insurers and other financial-service providers. It handles queries, complaints, claims, reclaims, feedback and related concerns from intake through response, with histories, categories and configurable statuses. Work can be distributed automatically, routed by skills, tracked through to-do lists and resubmissions, and monitored on dashboards. Banking functions include SEPA processes, PSD2 incident handling, reimbursement releases, AnsFuG reporting and BaFin-compliant reports. Insurers can collect, categorize and evaluate complaints and produce complaint reports. Customer service portals accept concerns and let advisers retrieve information with single sign-on. TurnFriendly lists more than 60 standard reports and real-time analysis information. Integrations include SAP, customer-data, HR, mail, telephony, document-management and banking systems, plus SOAP and REST services. Deployment is SaaS or on-premise. Pricing is on request.

Spec sheet

Purpose
TurnFriendly Financials manages queries, complaints, claims, reclaims, feedback and other concerns for banks, insurers and financial service providers.Read 8 Oct 2026 · turnfriendly.com
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.Read 8 Oct 2026 · turnfriendly.com
Deployment
The feature list describes the system as web-based and available as SaaS or on-premise.Read 8 Oct 2026 · turnfriendly.com
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.Read 8 Oct 2026 · turnfriendly.com
Support
The company offers a noncommittal 30-minute online consultation with managing director Marco Rothberg and lists weekday office hours of 9:00–18:00 (GMT+0100).Read 8 Oct 2026 · turnfriendly.com
Headquarters
The contact page lists the company address as Schillstraße 4, 90491 Nürnberg, Germany.Read 8 Oct 2026 · turnfriendly.com
Founded
2001Read 28 Sep 2026 · turnfriendly.com
Company
TurnFriendly Software GmbH is based in Nuremberg, Germany, and its founder says the company was founded in 2001.Read 8 Oct 2026 · turnfriendly.com
Access controls
The feature list describes individual read, change, and approval permissions, central user profile administration, data view permissions, single sign-on, and LDAP.Read 8 Oct 2026 · turnfriendly.com
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.Read 8 Oct 2026 · turnfriendly.com
AnsFuG reporting
The AnsFuG components identify relevant issues and automatically generate employee and complaint message data for reporting.Read 8 Oct 2026 · turnfriendly.com
Banking compliance
Its AnsFuG module identifies relevant issues and generates employee and complaint report data for supervisory reporting.Read 8 Oct 2026 · turnfriendly.com
Banking workflows
Financials supports automatic process distribution, an AnsFuG module, core system integration, BaFin-compliant reports and PSD2 incident handling.Read 8 Oct 2026 · turnfriendly.com
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.Read 8 Oct 2026 · turnfriendly.com
Case management
The platform handles customer concerns from receipt through response in one system, with case histories, categorization and configurable status workflows.Read 8 Oct 2026 · turnfriendly.com
Case workflows
The product supports automatic process distribution, skills-based routing, to-do lists, resubmissions, and dashboards for open processes.Read 8 Oct 2026 · turnfriendly.com
Deployment and architecture
The feature list describes the system as web-based and available as SaaS or on-premise.Read 8 Oct 2026 · turnfriendly.com
Financial workflows
Banking features include SEPA, PSD2 incident handling, reimbursement release processes, and BaFin-compliant reports.Read 8 Oct 2026 · turnfriendly.com
Insurance complaints
For insurers, the system collects, categorizes and evaluates complaints and generates complaint reports.Read 8 Oct 2026 · turnfriendly.com
Portals
Company-specific service portals accept customer concerns and let bank advisers retrieve information, with single sign-on.Read 8 Oct 2026 · turnfriendly.com
Reporting
The platform feature list advertises more than 60 online reports, including customer, product, process, branch, cost, and lead-time reporting.Read 8 Oct 2026 · turnfriendly.com
Security and access
The feature list describes authorization controls for reading, changing and approving functions, central user profiles, data-view permissions, single sign-on and LDAP.Read 8 Oct 2026 · turnfriendly.com
Security and privacy
The company says GDPR compliance and data protection are priorities and states that it uses high standards when developing secure software.Read 8 Oct 2026 · turnfriendly.com

Strong points and limits

Strong points

  • Handles cases from receipt through response
  • Automatic distribution and skills-based routing
  • Banking workflows include PSD2 and BaFin reporting
  • More than 60 standard reports
  • SaaS or on-premise deployment

Limits

  • Pricing is available only on request
  • Some compliance functions target specific financial sectors
  • Implementation may involve many system interfaces

Who it suits

It is designed for branch and direct banks, insurance companies and other financial-service providers managing regulated customer concerns. Teams needing configurable workflows, reporting and broad system connections may fit its stated audience.

Verdict

Financials covers intake, investigation, routing, reporting and sector-specific banking or insurance processes in one web system. Its deployment choices and integrations warrant review against an organization’s existing architecture.

Where Specifiction places it

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