Testamento B2B newsfeed

Learn more about Testamento, our team, our activity and our products.

Five questions to Virgile Delporte on beneficiary clause

Five questions to Virgile Delporte on beneficiary clause

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

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Testamento Optimizer

New version of Testamento Optimizer

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

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Audric Girard

Recruitment of Audric Girard

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

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5 key points

5 key points for Testamento in 2020

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

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Ultimate Work Space

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.

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Bonnes fêtes de fin d'année

Seasons greetings

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

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Testamento finalist at the Tokyo Financial Award

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

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Particeep and Testamento announce a partnership

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

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