At Testamento our product range has been entirely designed with a customer-driven approach
A customer-driven approach
Our product range has been designed with a customer-centric approach. Since 2018 we have been designing innovative digital journeys that enrich the commercial approaches and services of banks and insurance companies. These paths are integrated during the pre-sales of distribution networks (Testamento Detect and Testamento Optimizer), for the management of beneficiary clauses (Testamento Beneficiary) and go so far as to form an awareness and services platform around estate planning and optimization (Testamento Planner). Available in SaaS mode or via API, white label possibility, they are used by more than 5400 advisors of banks, insurance or mutuals, and are already accessible to 5 million people in France.
Translating customer needs into business opportunities
Discover more
Turning beneficiary management into a commercial lever for insurance
Discover more
Increase customer relationship using our value-added services
Discover more
Our solutions with more details
Scalable and secured solutions
Robust Architecture solide
Robust Architecture
Quality and Security
Quality and Security
Ease of integration
Ease of integration
Cloud-native technologies and modern tools
Cloud-native technologies and modern tools
Expected benefits
- Compliance & duty to advise
- Commercial rebound & increase in sales
- Modular and customizable solutions with easy onboarding and training & support targeted to the sales team
- Reduced costs and risks of attrition, compliance gains (French Eckert Law, Insurance Distribution Directive) and productivity gains
- Turnkey deployments and implementation facilitated in SaaS or API, B2B and B2C mode
Our client references
Do you want more details ?
Audric is available for a product demo
Of course, if Audric is not available, you can count on Laurent or Marie Lucille to present our solutions. In any case we will be happy to exchange with you.