Digitalize the marketing of innovation mutual funds

Your challenges: Deliver a digital, self-sustaining 100% subscription experience to your customers and distributors.

Exclusively paper-based, the processing of subscriptions to FCPIs takes several weeks. Validations of subscriptions are slowed down because of their non-compliance. The management companies wish to dematerialize the subscription to mutual funds, to respect the conformity, without IT development.

Our solution: Dematerialize the marketing of your
mutual funds online.

• You launch your personalized platform, and integrate the tax, legal and internal business constraints.
• You allow your clients and distributors to subscribe to mutual funds in only 10 minutes.
• You have a space for monitoring customer accounts and transactions.
• Asset management advisors or distributors have a space to initiate subscriptions that are finalized by the investor.

Each client can subscribe to mutual funds by going through the following steps:

• Customer knowledge,
• Profile/product matching test,
• Consultation of the product sheets,
• Subscription with management of co-subscription cases,
• Automatic filling of documents to be signed and online signature,
• Payment via bank accounts such as share and securities account.

Wealth management advisors or distributors have a space to initiate subscriptions, which are then finalized by the investor.