Virgile Delporte, co-founder of Testamento, had the pleasure of joining Philippe Moussaud, Managing Partner and experienced wealth management advisor, on the Bonjour Patrimoine podcast. Together, they explore the main psychological and practical barriers to investment and share concrete solutions to help savers optimize their wealth.
Discover how to combine human expertise with technological innovation for modern, high-performance wealth management in this podcast!
Making finance and insurance accessible to alls
Finance and insurance can seem complex and inaccessible to many, hindering informed decision-making. This is why initiatives like Testamento and Bonjour Patrimoine aim to simplify and democratize these fields. With intuitive digital tools and educational support, they make topics such as tax optimization, succession planning, and investment more understandable by breaking them down into clear steps tailored to individual needs. By combining technology with human expertise, they empower everyone to take control of their financial future, regardless of their knowledge or resources, and access solutions that previously seemed reserved for insiders.
The Impact of AI and technology in wealth management
The integration of AI and new technologies in wealth management is transforming the customer experience and optimizing decision-making. Testamento, for example, uses AI-based tools to automate administrative tasks, simplify estate planning, and make information accessible and understandable. AI also enables rapid and accurate wealth diagnostics tailored to each client’s specific needs. According to Philippe Moussaud, this technology is an invaluable aid for advisors, as it allows them to focus on strategic guidance while ensuring personalized recommendations and optimal investment solutions.
The importance of personalized support
Human support is crucial when navigating financial decisions. In addition to providing tailored advice, advisors help reassure savers, guide them through their choices, and offer a perspective that technology alone cannot always provide. Through attentive listening and a customized approach, advisors help each investor build a solid and sustainable wealth portfolio.
Many thanks to the entire Bonjour Patrimoine team for their warm welcome and this inspiring discussion, which perfectly reflected our shared values of accessibility, transparency, and innovation in service of our clients.
