Pension, provident and savings client pathways

• With the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised products
• Easily script the customer's path through the sales process: support for the interview, preparation for the meeting, discovery of the customer, analysis, product recommendation
• Formalise the study: advice, simulate, price, draw up a diagnosis, recommend a product, and publish the project
• Have a sales support solution: electronic signature, online subscription, and interoperability with people/contract repositories
• Integrate the course with your IS thanks to interoperable solutions via JSON flows and APIs
• With the aggregation service, get a reliable consolidation of your financial assets: unify your data, enrich your portfolios with the latest repositories, and exploit them in your information systems

Subscription for life insurance, real estate investment trust (SCPI) and private equity

• Carry out and control current subscription and management operations on numerous financial products, make investment proposals in line with your duty to advise directly from your solution
• Monitor the progress of your files in real time and react quickly to additional requests from your partners' back offices
• Take advantage of fast solutions to dematerialise your administrative acts by being directly connected to your partners' sites
• Customise the settings and dashboards and take into account the specificities of distributors thanks to the modularity of our courses

Sales and credit instruction

• Your 100% omnichannel front to middle office loan sales and processing solution: real estate, consumer, asset and business loans
• Industrialise your sales processes from the discovery of the customer to the processing of the loan application
• Benefit from a powerful tool for optimising the financing plan
• Enable the client to be an active participant in the decision making process of their loan application
• Offer a legal framework covering all the themes and specificities of credit

Product and pathway administration console

• Take advantage of a platform for setting the parameters of your products or contracts and related documents in order to manage and set the parameters of the customer paths according to the upstream data
• Fill in the characteristics of each product or contract and in particular the documents expected by the insurance companies, real estate investment trust (SCPI) and private equity companies
• Get the mandatory data to be filled in and the controls to be carried out along the way
• Manage users and their access rights, products, customer journeys and interfaces, as well as past and future versioning
• Contextualise the rules according to numerous criteria: contract, age of the parties involved, family, tax, legal and asset situation, investor profile (level of knowledge, experience, risk appetite, sustainability preferences), amount of the investment, etc.

Creation and monitoring of customized structured products

• Build, launch, subscribe and monitor structured products on a multi-service digital platform dedicated to professionals, with educational resources
• Real-time monitoring and detailed reporting of client/prospect investments
• Integrate the referencing criteria of insurers and platforms
• Carry out historical and impartial best selection (+20 partner issuers)
• Confirm the transaction by electronic signature (Financial Markets Authority/Prudential Supervision and Resolution Authority approved partner)

Structured product referencing and management tool

• Use a scalable tool for insurers and private banks, via a workflow to help you create these products in life insurance contracts, and have guidance through alerts, as well as a history of exchanges and actions by each user.
• Simplify referencing, automatic generation of endorsements, management of remuneration, reporting and monitoring of structured products
• Make the most of an intuitive and interactive management dashboard, KPI calculation, activity profitability statistics and optimised and personalised sales management