Would you like to?
- Offer a personalized, digitized journey to your clients and prospects on your e-commerce sites
- Generate real productivity gains and strengthen your employees' advisory performance
- Develop your sales force and your NBI by integrating tools that increase client profitability
- Improve your NPS with products designed for clients and that meet their needs``
A customizable digital solution for sales and credit processing
- Maximize your productivity and your NBI with a personalized advisory force
- Save time on product deployment and reduce your structure and maintenance costs.
- Adopt an omnichannel model by involving your clients in their credit requests, in viewing their documents and at the time of final signature.
Objective
Maximize your productivity and your NBI with a personalized advisory force
Choose the wealth API: the turnkey solution adaptable to your business challenges
Benefit from graphical customization and a UX environment fully adapted to your products and your environment.
Access our store to quickly build your customized simulators.
Develop your interoperability by using a pre-filled wealth model.
Customization & UX
Benefit from graphical customization and a UX environment fully adapted to your products and your environment.
Choose the specialized simulator: your digital asset for advising and selling financial products
Benefit from a coherent range of solutions, updated automatically and adapted to the characteristics of your products.
Boost your sales with simulators covering all topics related to finance and wealth.
Integrate simulators directly into the customer journey.
Key Takeaways
- Offer a personalized, digitized journey to your clients and prospects on your e-commerce sites
- Adopt an omnichannel model by involving your clients in their credit requests, in viewing their documents and at the time of final signature.
- Integrate simulators directly into the customer journey.
