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 4000 advisors of banks, insurance or mutuals, and are already accessible to 2.5 million people in France.
Testamento
Detect

DETECT

Leads generator

Capture qualified leads to optimize acquisition

Optimizer

OPTIMIZER

Sales Support Tool

Translating customer needs into business opportunities

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Beneficiary

BENEFICIARY

Beneficiary management 

Turning beneficiary management into a commercial lever for insurance

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Planner

PLANNER

B2C service platform

Increase customer relationship using our value-added services

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Our solutions with more details

Testamento Detect
Leads generator
Testamento Optimizer
Sales Support Tool
Testamento Beneficiary
Beneficiary management 
B2C service platform

Scalable and secured solutions

Robust Architecture solide

Robust Architecture

Flexible and agile, serverless micro-services with AWS native French cloud implementation: scalable, always available and with geographical redundancy
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Quality and Security

Quality and Security

Pipeline, automated tests and scans, permanent bug bounty programs, encrypted data, pentests, ISO 27001 procedures in progress
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Ease of integration

Ease of integration

15 State-of-the-art REST API. APIs already integrated into market tools and easy to integrate into your information system
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Cloud-native technologies and modern tools

Cloud-native technologies and modern tools

Expected benefits

Our client references

Do you want more details ?

Adrien

Adrien is available for a product demo

Of course, if Adrien is not available, you can count on Cassandra, Laurent or Audric to present our solutions. In any case we will be happy to exchange with you.