Insurance – Digital Journey – Private Wealth Manager

string(4) "1175"

Private Wealth Manager

Our Value Proposition
VERMEG will accelerate your digital transformation, alleviating legacy system constraints, and unleashing value.

Current challenges

When proposing investments to your end customers, we have observed:
A ``poorly automated`` process with inadequate security
A cumbersome and complex customisation of the proposal
A commercial path with multiple systems
Inadequate activity management
Significant risk for fraud
Limited functionalities (e.g. no reissuing possible)

Our proposal

VERMEG offers a seamless end-to-end approach with 6 key steps around a fluid business process that meets the needs of all stakeholders, private wealth managers as well as end customers.

Our journey allows us to reconcile heavy back-office management processes with digital sales processes.

VERMEG Digital accelerators introducing

Palmyra, our digital transformation platform, is based on
an open architecture, seamlessly integrating with your existing IS.

It offers a business and technical abstraction layer to connect your legacy to an open digital world.

Palmyra enables rapid delivery of a digital Journey adapted to your needs, integrated into your legacy environment and future proofed.

Key benefits

A renewed customer experience.
Increased competitiveness (open architecture offer, multi-channel distribution, etc.).
Productivity gains (2 to 3 times fewer steps in your journey).
Optimised sales management thanks to centralised monitoring.
A decompartmentalised organisation and harmonised standards.

Our approach

Involve all stakeholders (Businesses and IT)
Deliver rapidly the production of digital content and journeys that provide immediate business impact
Prove our agility and relevance through a 2-3-weeks’ pilot project, while clarifying and finalising your needs.
Guarantee the monitoring of your investments by respecting your ROI

They trust us