The solution for insurers & mutuals

Do you want to?

• Optimize the management of your business and multiply advisor-client interactions
• Dematerialize subscription and contract management processes for contracts distributed by your partners (brokers, independent financial 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 digitalized journey to your clients and prospects on your e-commerce sites
• Generate real productivity gains and strengthen your employees' advisory performance.
• Grow your sales force and net banking income by integrating tools that increase client profitability
• Improve your NPS with products designed for clients and that meet their needs

A complete digital range of simulators also available via API

Dematerialize subscriptions and strengthen the reliability of client data in CRMs, Data Hubs and elsewhere.

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

Entrust our teams with the delivery of fully personalized and disruptive solutions and create a service platform with a reduced time-to-market

The business solution that simplifies your partners' transactions

Make distributors' lives easier by streamlining the process and saving them time
Open commercial opportunities with all O2S users and secure the entire investment journey.

From account aggregation to commercial opportunity, a powerful wealth CRM

• Optimize your client knowledge for wealth monitoring
• Have a true tool to manage your business and for proactive and defensive commercial acquisition
• Strengthen relationships and increase the frequency of exchanges with your clients
• Provide your advisors with a comprehensive view of clients' assets

AI business trainings and AI tools covering all your needs

Access a turnkey or customized approach to certified training, business and tools with wealth themes drawn from over 30 years of experience Have varied and complementary pedagogical methods: virtual classes, in-person, e-learning, replay, etc. Meet passionate, practitioner instructors and educators with recognized training engineering

• Access a turnkey or customized approach to certified training, business and tools with wealth themes drawn from over 30 years of experience.
• Have varied and complementary pedagogical methods: virtual classes, in-person, e-learning, replay, etc.
• Meet passionate, practitioner instructors and educators with recognized training engineering.