Stock of savings transformation
Several action plans to accelerate the migration of your clients’ savings, from guaranteed investments to unit-linked alternatives.
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A tooled, turnkey or supported program
Despite the growing need to transfer guaranteed investments to formulas richer in unit-linked products, the migration takes time. On the one hand, a lack of viable alternatives for prudent clients and on the other hand, a lack of convincing tools for advisers, and a lack of time and resources for banks and insurance companies.
To respond quickly to this challenge, AAA offers a tooled, turnkey or supported transformation program based on three action plans, combinable or à la carte:
Redesign and / or constitution of investment products
Our financial engineering team supports you in the development of new products, as alternatives to guaranteed investments.
Financial engineering
- Design of delegated management profiles
- Glidepaths
- Drawdown-control products
- Ad hoc studies
Tools for personalized advisory
We provide your sales forces with personalized advisory tools to demonstrate and illustrate to savers the value of diversifying their investments.
Simulators / Comparators
- Self-built portfolios
- Delegated management
- Glidepaths
Tailor-made asset allocation
Optimisation tools
Tailor-made asset allocation
Construction of model portfolios
Mass treatments
By lightening the workload of your advisors, the exploitation of clients’ data is a transformation accelerator. In particular, it allows you to conduct communication campaigns where tailor-made investment proposals are generated, presenting alternatives to guaranteed funds..
Analysis
- Of your product offering (guaranteed funds, unit-linked products, structured products, model portfolios, etc.)
- Mass-analysis of clients’ portfolios (risk level, risk profile, adequacy) Recommendations
Recommendations
- Mass investment proposals
- Taking into account commercial priorities (thematic funds, in-house funds, etc.)
- Taking into account customer preferences (SRI, costs, etc.)
Transformation program monitoring
Why choose the transformation offer?
Expertise
You benefit from AAA’s asset allocation expertise to develop your offering and design better alternatives to guaranteed investments.
Tailored
With 3 independent or combinable action plans, our offer adapts in every way to your context.
Time saving
Mass processing, administration and ergonomic tools are a valuable time saver for your teams.
Are you ready to get started?
Whether it’s to help you take stock of your needs or introduce you to the benefits and features of our investment solutions, we’re here.