Digitalize the marketing of innovation mutual fundsAsk for a demo
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.
Les conseillers en gestion de patrimoine ou distributeurs disposent d’un espace pour initier les souscriptions qui sont finalisées par l’investisseur.
Your benefits: save time and increase subscriptions.
< 10 minutes
To subscribe to an unlisted investment product.
For the implementation of your platform.
Volume of online subscriptions per year.