Club Patrimoine chooses Figen AI to provide wealth management professionals with reliable and actionable information through AI.

Club Patrimoine, a media outlet dedicated to wealth management professionals, announces a strategic partnership with the French fintech Figen AI, a pioneer in artificial intelligence applied to finance and savings, to integrate its technology at the heart of its information flows. Together, they aim to transform financial information into operational knowledge: all news published on Club Patrimoine will now feed into Figen AI's intelligent newsletter, offering Wealth Management Advisors (CGPs) centralized access to reliable, traceable, and immediately actionable content.

Gwendoline Reliquet, Executive Director of Club Patrimoine, states: "Our mission as a media outlet is to equip finance professionals with decisive information. The challenge is no longer access to information, but its application. By choosing the fintech Figen AI, we are transforming our content into operational knowledge. From savings to macroeconomic trends, each analysis becomes a true decision-making tool, with the assurance of verified and sourced information."

Vincent Aurez, President of Figen AI, adds: "Generic AI is a black box for a finance professional. By drawing from the content of the reference media Club Patrimoine, we create an expert, traceable, and reliable system. An advisor reads an analysis, and our AI agents instantly provide a note for their client or an update to their compliance report. We do not replace the professional's judgment; we amplify it. This is AI serving human expertise. Our technology is open, and we are proud of this first major collaboration with a media outlet."

A strategic partnership in the face of information overload

This partnership addresses a major challenge for Wealth Management Advisors (CGPs): information overload, which affects 40% of employees and directly impacts their performance. By merging expert content with business AI, this initiative transforms every piece of information, including complex data on SCPI and savings products, into personalized and fully traceable operational knowledge.

Information obesity, a barrier to CGP performance

Wealth and finance professionals receive nearly a hundred emails per day on average, and each interruption costs several minutes of refocusing. The result: a loss of performance and a decrease in strategic analysis capacity. The collaboration between Club Patrimoine and Figen AI provides a structural response: transforming every information flow into a decision-making tool.

Business AI serving CGPs

The collaboration allows for: ✓ Instantaneous and contextualized analysis of data on savings, financial products, and real estate investment trusts (notably, Figen AI launched SCPI.AI, the first AI platform covering 100% of public real estate funds). ✓ Enhanced macroeconomic monitoring powered by AI, filtered by sector and theme. ✓ Strengthened traceability and compliance: each piece of information is sourced and validated, in accordance with European standards (MiFID II, DORA). ✓ An integrated and unprecedented flow: all news published on Club Patrimoine (videos, analyses, graphics, podcasts) now directly feeds into the press stream of Figen AI's intelligent newsletter, ensuring CGPs have updated, centralized, and actionable access.

A response to major sector transformations

This partnership is part of three major transformations redefining the profession:

Information saturation, a major barrier to performance.

The imperative of AI: 82% of CGPs consider AI essential, and 72% of European financial executives plan to increase their investments in generative AI.

Trust: information is only actionable if it is sourced and traceable, an essential condition in a strengthened regulatory environment.

A national and European ambition

By relying on a French fintech, Club Patrimoine contributes to the national strategy for AI, endowed with 2.5 billion euros, and participates in the emergence of a European, sovereign, and sector-specific AI.