
Multi-media life insurance management spaces
218 Pages
French
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