Solution introduction

The digital solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office

The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office.

  • Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product.
  • Subscription for life insurance, real estate investment trust and private equity to 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.
  • Sales and credit instruction, the 100% omnichannel front to middle office loan sales and processing solution: real estate, consumer, asset and business loans.
  • Product and pathway administration console to 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.
  • Creation and monitoring ofcustomized structured products to build, launch, subscribe and monitor structured products on a multi-service digital platform dedicated to professionals, with educational resources.
  • Structured product referencing and management tool to 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.

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