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Multi-media life insurance management spaces

218 Pages

French

PDF

Release :

2022-05-03

Benchmark of websites & mobile applications from more than twenty operators

AUTHOR

Stéphanie RIBAU

Studies project manager

  • Identify the information available for consultation (contract valuation and performance, presentation of asset allocation, supports, history of operations, etc.) and identify the most innovative presentations


  • Identify the characteristics of the investor questionnaires used (objectives, investment horizons, financial experience and knowledge, risk profile, etc.) and their method of integration into the management space (possibilities of updating, insertion into transactional processes)


  • Describe all the operations that can be carried out (payments, arbitrations, redemptions, method of selection of media, advances, modifications of management options, etc.) and identify the most efficient processes


  • Identify communications and tools aimed at encouraging policyholders to diversify


  • Present the way in which ISR, Greenfin and Finansol Funds are highlighted within the management spaces