Fintech Gambit Financial Solutions presented its new solution “Birdee for Partners“, an advisory platform dedicated to IFAs/WMAs at the annual Patrimonia wealth management meeting held on Thursday 27 and Friday 28 September 2018 at the Centre de Congrès de Lyon.
For the past 25 years, the Patrimonia convention has welcomed nearly 8,000 IFAs/WMAs and other professionals close to the world of asset management. Between workshops and conferences, participants could wander through the aisles of the convention to meet various partners and suppliers.
Gambit therefore took advantage of this convention to formally launch Birdee for Partners.
During these two days, the team on the stand was able to promote the offer but also engage with these professionals in order to better understand their expectations.
This solution, specially designed to support the digitization of small and medium-sized financial institutions, and more particularly the digitization of IFAs, provides them with a web and mobile platform to offer their clients, under their own brand, an investment advisory service and securities account management that comply with French and European regulations.
“We know how important the trust relationship that IFAs have with their clients is. With “Birdee for Partners”, our goal is not to revolutionize the work of IFAs, but rather to strengthen relationships with their clients, who are increasingly using digital technology in their daily lives,” said Geoffroy de Schrevel, CEO of Gambit Financial Solutions. We want to offer digital tools to these professionals in line with their customers’ expectations. »
A recent survey, conducted by IFOP on behalf of Gambit Financial Solution, found that 80% of investors were satisfied with their professional advisor and 75% of investors consider robo advisors as complementary tools to the use of professional advisors. In addition, 78% of them consider that consulting robots save time in the management of their financial investments.
To learn more about this solution, visit birdeeforpartners.co