Management companies, wealth management consultants,
Launch your online subscription platform for savings and investment products with Finstore.
- In less than a month.
- Without computer development.
Our sales team will contact you as soon as possible.
Finstore, an online subscription platform for your investment products,
Available in less than a month, without IT development.
- Offer your clients and distribution partners the 100% digital subscription to listed and unlisted investment products.
- Bring liquidity solutions for unlisted assets through the secondary market.
- Multiply online channels for direct and intermediated subscriptionn to your investment products.
- End-to-end subscription processing to reduce the risk of error.
- Ensure your regulatory compliance by automating your legal audits, data control.
- Dematerialize the duty of advice, the adequacy investor profile - product in the respect of the regulation in force.
- Share subscription data with account holders/custodians, liability management tools ( Unicia ...).
- Connect your platform to any third-party app, fintech or regtech of your choice.
Over 100 financial institutions trust particeep.
What our clients say
"In September 2020, we launched a Real Estate fundraising to make it easier for our clients to build up their down payment via a matching .
To carry out this project, we chose to work with Particeep to create this new service, which has met a great success with the market.
During the implementation of the project, we appreciated the tool of "fundraising" that was made available to us as much as the service and support of the Particeep Team. The project team has been reactive and attentive to our needs."
"We needed a digital and agile 100% solution to deploy our Funeral Insurance Takaful Sakina offering.
Today, thanks to the Particeep solution, members of our Takaful Sakina funeral insurance offer make their own quotes and register their memberships in an autonomous and entirely dematerialized manner, which allows SAAFI to provide them with flexibility and responsiveness."
"The objective of our partnership with Particeep is to facilitate our customers' access to the benefits brought by the Bourquin, Hamon and Lagarde laws, in the renegotiation of their loan insurance contract, with a digitized and automated 100% solution from the termination of the old contract to the subscription of the new one."
"We chose Particeep to facilitate the dematerialized subscriptions of our customers and partners.
This tool allows us to provide a new way to invest, but also to process quickly our subscriptions, especially through electronic signature."
"The IT developments that enable the creation of subscription tunnels are often long and require a significant amount of capacity on the part of the IT and project management teams. If the question of setting up these paths for products such as car or home insurance does not arise, it is quite different for certain other offers.
The Particeep Plug solution allowed us to get around this constraint by developing a subscription tunnel for group insurance offers within six weeks with attractive development costs."
"The digitization of our insurance processes, both for our own brand and for our partners, has become essential in order to respond to the current acceleration in digital usage and to improve the experience offered to our customers.
Particeep's Plug solution has allowed us to save valuable time in the deployment of our digital strategy through turnkey pathways that are easy to integrate and duplicate for all of our partners."
"We chose Particeep to accelerate the digitalization of the acquisition of real estate loans. Through this partnership, we want to offer a simple and fast solution for interfacing with brokers, and thus facilitate the acquisition of new customers."
"We chose Particeep for the speed of the project implementation, the possibility to perform a POC to refine our need and select the features to be embedded, its expertise on the customer journey and experience, the integrated support and maintenance as well as the possibility to integrate the Particeep platform into the ARKEA group's internal cloud."
"Our partnership with Particeep was motivated by the feedback on concrete use cases, full digital customer journeys as well as the expertise provided on advanced technological bricks. Support in the implementation of our roadmap, and an agile organization of exchanges contribute to the success of our project."