• Optimize the management of your activity and increase client advisor interactions.
• Digitize the subscription and management processes for contracts distributed by your partners (brokers, wealth management advisors, private banks).
• Strengthen a differentiated wealth management approach based on the client's overall needs.
• Develop, if you have a distribution network, sales support tools with a client needs approach.
• Offer a personalized and digitized journey to your clients and prospects on your commercial websites.
• Generate real productivity gains and enhance the advisory performance of your employees.
• Develop your sales force and your net banking income by integrating tools that increase client profitability.
• Improve your NPS with products designed for clients that meet their needs.

Propose a genuine approach based on client needs, leading to higher premiums and less discussion about fees, with scripted journeys.

Digitize subscriptions and enhance the reliability of client data in CRMs, Data Hubs, and others.

Build your tailored commercial approaches by offloading business services and their updates.

Entrust our teams with the creation of fully customized and disruptive solutions and develop a service platform with a reduced time-to-market.

Facilitate the life of distributors by streamlining the process and saving them time.
Open business opportunities for all O2S users and ensure the reliability of the entire investment journey.

Improve your compliance by updating customer knowledge.

• Optimize your knowledge of your clients for wealth monitoring
• Have a true management tool for your activity and proactive and defensive commercial conquest
• Strengthen relationships and increase the frequency of exchanges with your clients
• Provide your advisors with a comprehensive view of client assets

• Access a turnkey or customized approach to certified training, profession, and tools with heritage themes drawn from over 30 years of experience.

• Benefit from varied and complementary educational methods: virtual classes, in-person sessions, e-learning, replays, etc.

• Meet passionate speakers, practitioners, and educators with recognized training engineering expertise.