How to market its products and services online directly or via wealth management advisors?
The provision of a turnkey distribution platform for financial products and services including a 100 % online subscription and a connection to account holders
An increase in collection volumes for management companies. Save time for wealth management advisors. Increased profitability via the dematerialization of customer knowledge, underwriting and simplified interfacing to third-party tools (CRM, back office, account holders, etc.)
With the Particeep solution, Wealth Management Advisors save a lot of time! Moving to a paperless environment for customer knowledge and offering online subscription keeps you focused on collection and acquisition goals.
Your customers create their accounts online, are profiled according to your methodology then after validation access to the financial products open to the subscriptionFind more
Your wealth management advisors have space to track their mandates, commissions, KYC and subscriptions for their customersFind more
Your customers can open a title account, PEA for example and make an online deposit in minutes as part of a management mandateFind more
The Particeep team will contact you very quickly