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News & articles

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
August 25, 2021
Modernization of practices and information systems within insurance companies 
8 min
August 25, 2021
Modernization of practices and information systems within insurance companies 
How digitization has forced change in insurance Like so many other industries, insurance is increasingly reliant on digital technology to deliver and manage critical business areas that include produc […]
8 min
August 23, 2021
Digital transformation of insurance companies
8 min
August 23, 2021
Digital transformation of insurance companies
The world is becoming digital and fast. We are edging closer to an era of enhanced consumer experiences at our fingertips in every aspect of our lives. And this trend is not slowing down; evolving tec […]
8 min
August 23, 2021
Seven ways to become the main bank for all your customers' financial needs
9 min
August 23, 2021
Seven ways to become the main bank for all your customers' financial needs
How digital-first banks are winning customers over thanks to innovative technology, intuitive user experiences, and trust. When today’s customers evaluate financial institutions, they do not compare d […]
9 min
August 23, 2021
How automated solutions enable simple and transparent investment services
9 min
August 23, 2021
How automated solutions enable simple and transparent investment services
How investment services are becoming more accessible and intuitive for both consumers and neobanks thanks to innovative investment services. The desire for “transparency” is a worldwide consumer trend […]
9 min
August 23, 2021
How cutting-edge technology is opening up access to new intelligent investment services
8 min
August 23, 2021
How cutting-edge technology is opening up access to new intelligent investment services
Forward-thinking neobanks are turning to the latest technology to offer their users tailored investment solutions and opening new revenue streams in the process. Investing is all about having the abil […]
8 min
August 23, 2021
Differentiate your services to disrupt online banking
9 min
August 23, 2021
Differentiate your services to disrupt online banking
How to differentiate your online banking and mobile banking app with the latest features and tools to deliver exceptional customer personalization Virtually all bank and financial services providers r […]
9 min
August 23, 2021
Keeping your customers loyal during the rapid rise of online banking
9 min
August 23, 2021
Keeping your customers loyal during the rapid rise of online banking
How to keep customers loyal in online banking while adding the human touch at the same time Users have been gradually moving onto digital banking channels, such as online banking apps, for several yea […]
9 min