×

Book a live demo today!

News & articles

November 17, 2023
Integrating ai in investment advisory tools: opportunities and challenges for financial institutions
4 min
November 17, 2023
Integrating ai in investment advisory tools: opportunities and challenges for financial institutions
In an era marked by unprecedented advancements in technology, the financial industry is not far behind in harnessing the power of artificial intelligence (AI) to enhance its services. Investment advis […]
4 min
November 14, 2023
How design thinking is shaping the future of banking and insurance
3 min
November 14, 2023
How design thinking is shaping the future of banking and insurance
The banking and insurance industries are undergoing a digital transformation, driven by evolving customer expectations and the disruptive force of technology. In this era of change, innovative methodo […]
3 min
October 31, 2023
Guide for banks: navigating opportunities and challenges in the world of alternative investments
3 min
October 31, 2023
Guide for banks: navigating opportunities and challenges in the world of alternative investments
In the rapidly evolving landscape of financial services, offering alternative investments has become a topic of great interest and debate for financial institutions. As institutions look to diversify […]
3 min
October 24, 2023
The democratization of alternative investments: for a greater diversification
3 min
October 24, 2023
The democratization of alternative investments: for a greater diversification
Alternative investments are attracting increasing interest from both novice and seasoned investors. Traditionally the preserve of a financial elite, alternative investments are becoming increasingly a […]
3 min
September 01, 2023
Unlocking innovation: product development in the open finance era
3 min
September 01, 2023
Unlocking innovation: product development in the open finance era
The financial landscape is undergoing a seismic shift with the emergence of open finance—an evolution of the open banking concept that extends beyond traditional banking services to encompass a broade […]
3 min
September 01, 2023
How can you help your customers prepare for retirement and live it to the full?
3 min
September 01, 2023
How can you help your customers prepare for retirement and live it to the full?
Pension reform: your digital tools at the service of your customers As we navigate our way through an ever-changing world, it's essential that financial institutions recognize the importance of talkin […]
3 min
September 01, 2023
Enhancing customer engagement through open banking
3 min
September 01, 2023
Enhancing customer engagement through open banking
In today's rapidly evolving financial landscape, the concept of open banking has emerged as a transformative force, reshaping the way banks and insurance companies interact with their customers. Beyon […]
3 min
August 21, 2023
Sustainable finance : our 8 key learnings
3 min
August 21, 2023
Sustainable finance : our 8 key learnings
The world of sustainable (or impact) finance is constantly evolving, but one reality persists: almost 70% of financial institutions admit to being behind schedule in their quest to comply with current […]
3 min
July 12, 2022
Towards augmented advice: better qualify your clients' savings profile
9 min
July 12, 2022
Towards augmented advice: better qualify your clients' savings profile
Today, the "unicorns" of Tech, whether they are established like Paypal or still young like Deliveroo, swear by knowledge and customer relations. The famous personae (customer profiles) are at the cen […]
9 min
October 27, 2021
Why is it essential to train client relationship managers on new digital tools?
8 min
October 27, 2021
Why is it essential to train client relationship managers on new digital tools?
Everyone has a very specific idea of what a quality client journey is. Everyday we appreciate increasingly developed ‘customer experiences’ (mobile applications, e-commerce and video platforms). For f […]
8 min
October 27, 2021
Implementation of agile digital solutions in the company: what strategies should be adopted in response to negative reactions?
7 min
October 27, 2021
Implementation of agile digital solutions in the company: what strategies should be adopted in response to negative reactions?
Agile solutions come from the world of technology and are now developed in all fields. The reason is simple: they are perfectly suited to markets’ increasing fast developments. In the financial instit […]
7 min
October 27, 2021
Understanding risk aversion to support your clients better
9 min
October 27, 2021
Understanding risk aversion to support your clients better
“Be fearful when others are greedy. Be greedy when others are fearful.” This quote by Warren Buffet summarises his investment approach. For a financial advisor, it’s not always easy to get an idea abo […]
9 min
October 18, 2021
How to get clients to switch from saving to investment
10 min
October 18, 2021
How to get clients to switch from saving to investment
Statistic confirm it: French people will rarely have saved as much as during the period of uncertainty due to Covid from March 2020 to May 2021. However, the month of June 2021 marked a spectacular ec […]
10 min
October 18, 2021
How do you offer truly personalised services?
8 min
October 18, 2021
How do you offer truly personalised services?
Personalisation of services is at the heart of a high-end digital offer. Quality of interfaces, branding, customer services - nothing must be left to chance. This article presents the effective method […]
8 min
October 18, 2021
How do you make investment a successful client experience?
7 min
October 18, 2021
How do you make investment a successful client experience?
A successful client experience is in reality a chain with several links. Each element helps build a financial institution’s reputation. The values conveyed by a digital brand, the client onboarding jo […]
7 min
September 23, 2021
How innovation facilitates client retention
7 min
September 23, 2021
How innovation facilitates client retention
A few seconds are enough for a prospective client (and a new client) to get an idea about your brand and the digital solution that you offer. They compare you to their favourite applications such as F […]
7 min