Capture qualified leads to optimize acquisition

The context of lead generation

The year 2020 has demonstrated how essential digital is to be able to continue to generate business. As it is no longer possible to bet on traditional levers, lead generation makes it possible to bring prospects to one’s own.

Testamento Detect in a nutshell

Quality leads are both complex to obtain and expensive. With Testamento, benefit from lead capture technology in 2 forms:

1 For integration on your website or in portfolio animation campaigns
2 As qualified leads, ready to be called back, thanks to our partner, expert in traffic generation.

Examples of lead generation strategies

SEO Driven

Natural leads Generation


Potential leads Generation

SEA / Comparators

Qualified leads Generation
audric girard

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.

Coupling a digital strategy with a major current issue

Testamento offers you its “DETECT” service for the generation of qualified leads from an estate anticipation simulator for individuals. Today, lead acquisition costs represent an important budget item and the context makes their optimization essential.

Designed to capture qualified leads with an aim to optimize acquisition, Testamento Detect is an innovative solution that draws on our experience in wealth data processing analysis algorithms. 

Our experience with our estate anticipation simulator (more than 20,000 files analyzed in 18 months) has allowed us to develop a tool for generating qualified leads. The quality of the data, the flexibility of our solution and its wide scope of application make it a modular tool that adapts to your needs and your lead policy.

Detect issues & expected results

A simple and fluid journey that integrates with your ecosystem

Testamento Detect has been designed to provide a seamless journey for prospects and integrate simply and quickly into your ecosystem. The core of our specific know-how corresponds to the qualification phase of the lead. Our forms and algorithms make it possible to retrieve a dataset of quality. Marital status, status of the spouse, number of children, income and wealth bracket … This data then makes it easier to successfully exploit a qualified lead.

Testamento Detect Expected Benefits: 

– A concrete value offer

– A “win-win” value proposition

– A customer-need approach

– Qualitative customer data

– Exploitable data set of information

– Increased conversion rate

Insurers, mutuals, wealth management professionals, many of them already trust us

Contact-us for a demonstration !

Want to learn more about Detect and our products and services? Whether you are a bank, insurer, mutual, broker, IFA, an association or a foundation, our team will be delighted to exchange with you.