Our business expertise
Wealth Management and Life Insurance
The Wealth Management and Life Insurance Business Team aims to be as close as possible to its clients, to offer them the best advice and to support their development, the players in the asset management market must propose new relationship models, based in particular on new technologies, more sustainable offers, and develop organisations and operational platforms towards robust but agile models, for a better level of service and compliance with regulations. Ailancy offers to its clients a support for each of these activities by providing an informed view of the market and its challenges, and its expertise in these transformation projects.
We will be on your side at every step. From defining your strategic ambition and imagining your future to making it happen, you can count on us to help with your growth plan, operational and organizational models transformations, relational models definitions, distribution improvements, customer experience, sale forces efficiency, new offers and services development, digital transformation and and innovation development, regulatory compliance and much more.
Our teams and management will be fully comitted to your project, from talling to day-to-day management.
Use case 1
MIFII/DDA Sustainable Finance project deployment
Use case 2
Private banking strategy deployment
Use case 3
Support a Life Insurance master plan