At Patrimonia – on 26 and 27 September 2023 at the Centre des Congrès in Lyon – CNP Assurances will announce the launch of CNP ALYSÉS, a digital insurance platform dedicated to IFAs (independent financial advisors) and their clients. A new driver for growth and diversification, benefiting from unique access covering the French and Luxembourg markets for the Group, which aims to become a key player on the market thanks to a differentiating and innovative offer.
CNP Assurances is accelerating its development under an open model for the wealth management segment by launching CNP ALYSÉS, a platform dedicated to IFAs. This platform, developed in partnership with Harvest, a software provider and creator of digital solutions for wealth and finance professionals, offers them a wide range of products, options and services, some of which are unique and exclusive.
Drawing on the capacity for innovation, the strength of CNP Assurances’ multi-stakeholder model and the know-how of CNP Patrimoine, a major player in the premium life insurance market, CNP Assurances’ new platform brings together all of the Group’s expertise with a new customised comprehensive offer within a structure dedicated to IFAs.
CNP ALYSÉS offers, via a single entry channel, a wide range of innovative and differentiating products and services in life insurance and endowment, particularly in unit-linked products (infrastructure innovations, private equity, etc.) and, in the medium term, a pension savings plan and personal protection offer. It also meets the expectations of clients wishing to invest their savings in projects with a strong social or environmental utility and benefit from CNP Assurances’ innovative solutions (thematic funds, SRI, healthcare, etc.).
A customised user experience
In a highly competitive market where quality of service makes the difference, CNP ALYSÉS intends to become a benchmark thanks to an innovative offer and responsiveness, ensured by a team of dedicated experts, as close as possible to the daily lives of IFAs.
Independent partners will thus benefit from a comprehensive solution offering optimal service quality through:
- a single point of entry,
- a management centre dedicated exclusively to their business (QIS),
- access to a platform for paperless subscription and management procedures,
- real-time monitoring of the processing of requests in addition to notifications to monitor the status of their file at any time,
- a range of wealth management products, France and Luxembourg, adapted to their needs and benefiting from CNP Assurances’ innovative offers and solutions,
- an exclusive range of associated services to enable independent partners to be supported in the context of regulatory changes and their wealth planning,
- training modules to enable IFAs to complete their compulsory annual training.
CNP Assurances’ dedicated wealth engineering division also offers its IFA partners expertise and cross-functional legal and tax expertise to assist them on both the French and Luxembourg markets. In addition to validated training, a regularly updated thematic document database is made available to them.
The purpose of CNP ALYSÉS is to create and develop a close relationship and lasting trust between the IFA and CNP Assurances partners. Thanks to their combined expertise, all of the CNP ALYSÉS teams intend to support IFAs in their day-to-day work, as close as possible to their end clients, in order to respond to all requests and/or problems related to their business. To enable them to maximise the time spent on their prospects and clients by freeing themselves from operational tasks, new service blocks will complement this journey over the coming months and will evolve according to feedback from IFAs.
At Patrimonia, CNP Assurances will present CNP ALYSÉS at its stand no. C28 – Hall 1.
Olivier Guigné, Group Chief Investment Officer and Head of the Client Wealth and Wealth Engineering Business Unit at CNP Assurances, will speak on Tuesday 26 September at 4:15 p.m. during the expert debate on “Long-term savings: innovative management solutions for life insurance and retirement savings” - Auditorium Pasteur.
Olivier Guigné, Group Chief Investment Officer and Head of the Client Wealth and Wealth Engineering Business Unit, CNP Assurances : “Specially dedicated to IFAs, the CNP ALYSÉS digital platform is based on a personalised, simple and fluid prescriber journey and offers them a single entry channel to make their daily lives easier. In France and Luxembourg, CNP Assurances is co-constructing a range of innovative and exclusive services and products with them and for their clients. CNP ALYSÉS fully embodies our goal to be the most useful insurer for each of our stakeholders with a very high value-added service offer.”
François Guilgot, Co-Director of the CNP Assurances Client Wealth and Wealth Engineering Business Unit : “By drawing on both our capacity for innovation, the strength of our multi-stakeholder model and the know-how of CNP Patrimoine, a major player in the high-end life insurance market, the new CNP ALYSÉS platform brings together, within a structure dedicated to IFAs, all of the Group’s expertise with a new tailor-made comprehensive offer.”