Gestiondepatrimoine.com chooses Testamento to facilitate client discovery from the first contact. The educational content platform gestiondepatrimoine.com created in 2008, and its wealth management consulting firm ‘Bonjour Patrimoine’, are adopting the Testamento solutions. A first concrete step for Testamento in its

Editorial Editorial Hello everyone, here is our March 2023 newsletter. The news of Testamento echoes the News. There is currenlty a lot of talk in France about pension reform and the low employment rate of seniors. Well, at Testamento, seniors

What is Testamento Optimizer? Testamento Optimizer is our sales support tool designed for distribution networks, which allows advisors to drastically develop the quality and volume of sales in life insurance. New features Testamento Optimizer is a B2B solution. It was

Launch of Partnership Testamento La Banque Postale On the occasion of the official launch of the partnership with La Banque Postale, Virgile Delporte, co-founder and president and Sylvain Delporte, co-founder and CTO of Testamento answered Stéphane Girardot’s questions. Testamento’s services are

Testamento at the Munich Summit Virgile Delporte, president and co-founder of Testamento, recently spoke at the Munich Summit of Plug and Play. He shared his thoughts on the changes in family structures. On the complexities and risks in human relationships,

The French ACPR (Autorité de Contrôle Prudentiel et de Résolution) has just published two new sanctions a few weeks apart relating to dormant contracts. At Testamento, we have analyzed the key points of these sanctions. Following our communications (on our

Disinheritance: what obligations for French insurers and mutuals? Our analysis based on latest French ACPR sanction.

Testamento launches new customer discovery experience for life and health insurance sales networks Optimizer, an innovative sales support solution, offers advisors a differentiating approach of personalized and costed diagnosis of customer needs, in 20 minutes, facilitating multi-proposal Initially marketed in

March 10, 2021 – Press release Testamento announces the recruitment of Audric Girard as head of sales, to accelerate its commercial development. Audric Girard Audric Girard brings more than ten years of experience in banking and insurance (asset management, wealth

For Testamento, the year 2020 will have been marked by telework, the industrialization of Testamento Beneficiary, the launch of the Testamento Partner Program, some virtual events and our finalists position for the Tokyo Financial Award. -1- Telework. Testamento has adopted

While attending Web Summit 2020, I heard a lot of discussions around workforce flexibility. Covid accelerated many trends so I wanted to share my recent experience. Written by Sylvain Delporte, co founder & CTO of Testamento.

2020 was a peculiar year. Following the first containment that took place in France, like many structures, we had to adapt and switch to a 100% working from home environment. Despite this context, we were able to continue to exchange

Testamento announced as a finalist at the Tokyo Financial Award 2020 and joining the Tokyo Metropolitan Government support program. Testamento will participate in the support program of The Tokyo Metropolitan Government (TMG) for the “Financial Innovation” category. Nov. 5, 2020

A partnership targeted at revolutionizing life-insurance subscription process. Both created in 2013, Testamento, an estate planning platform, and Particeep, which offers turnkey solutions for online subscription to financial services, have just announced the signing of a technology partnership. Banks, mutuals