A first concrete step for Testamento in its conquest of the Independent Financial Advisors (IFA) and independent insurance broker market: the implementation of two Testamento solutions – Detect and Optimizer, within this historic Toulouse-based firm that has a strong appetite for innovation and technology.

By using Testamento, GestionDePatrimoine.com offers an innovative approach to its visitors seeking advice, following a rigorous and structured method.

The flexibility, adaptability, and strong educational approach of Testamento’s solutions allow for self-service usage (for Detect), as well as face-to-face or remote usage with an advisor (for Optimizer). Detect generates an initial self-diagnosis based on simple questions about the client’s asset situation and Optimizer allows the experience to continue with an advisor who assists the client in formalizing their needs in a comprehensive, multi-solution advisory approach.

– The end customer benefits from a better consideration of their needs and gains a very good understanding of topics that often remained obscure.

– The advisor saves precious time thanks to optimized journeys, an extension across all asset-related issues, and finally, a better conversion rate resulting from a successful needs-based approach.

– The organization improves its productivity and strengthens its methodology while benefiting from better customer satisfaction.

The implementation of these solutions at GestionDePatrimoine.com demonstrates Testamento’s ability to adapt its expertise to smaller organizations than the leading insurers and banks it has been working with for over 4 years.

Regarding this new offering, Virgile Delporte, president and co-founder of Testamento says, “We are proud of this partnership with wealthmanagement.com, a recognized player and leader in innovation. This deployment of Detect and Optimizer is a first concrete step in our conquest of the IFA and independent personal insurance broker market. We have successfully launched a Club that allows independent firms to participate in a pre-launch program of our Testamento Pilot offering, which will be available by the end of the year.”

Philippe Moussaud, Managing Partner of GestionDePatrimoine.com, confirms: “For IFAs, there are expert tools that provide clients with very detailed simulations and reports on specific topics. Testamento allows us, upstream, to interact very simply with the client to validate their 360° needs on all aspects of their wealth, with pleasant, playful, and educational interfaces. It’s a solution we were missing and one that our experts adore.”