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

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

They trust us :


Want to join us ?

Ailancy is recruiting. If you share our values ​​of entrepreneurship, team spirit and excellence, then let's meet!

MIFII/DDA Sustainable Finance project deployment

  • Case : Identifying all transversal impacts of regulation for a large banking group (retail, private banking)
  • Answer : Our mission consisted in defining the impacts related to the regulation, identifying the business, process and IT options for implementation and compliance aims, then managing the compliance projects.
  • Benefits : Compliant business and aligned on market orientations

Private Banking Strategic Support

  • Challenge : Definition of the strategy and the raison d’être of the Private Bank of a retail bank
  • Our intervention : Definition of potential scenarios for a future positioning; Modeling of these scenarios taking into account the market’s best practices and the bank’s culture and identification of the major strategic impacts, including for the bank’s partners (outsourcing/internalization of activities; branding; organic growth/external growth …). Scenario selection; Analysis of the detailed impact of the selected scenario on the strategic level (internal and external impact), and on the operational level (organization, HR, economic…)
  • Outcomes: Private bank repositioning; development trajectory pursued and objectives achieved in the first year

Life insurance roadmap definition support

  • Challenge : Bring together the 3 life insurance brands of an insurer towards a single information system
  • Our intervention : Support for the implementation of the life insurance IT plan, Drafting of the RFP and support for the selection of IT solutions. Project framing and support for the contractual negotiation
  • Outcomes : Selection of the new information system tools and project implementation

For a French Asset Manager with an international presence - Transformation and digitalization of the product life cycle.

  • Review of the processes and governance of the product life cycle: creation, modification, merger, closure, etc.
  • Creation and deployment of a workflow and data entry tool covering the entire Product Lifecycle process,
  • Management of the tool’s development: animation of UX workshops with users, organization and coordination of test phases,
  • Leading change management activities: training sessions, daily support, preparation of communication and information materials (FAQ, dedicated web page, user guide).