_life
Saving products,
Wealth Management
& Insurance tax wrapper

In order to be as close as possible to their clients, to offer them the best advice and to support their development, the players in the asset management market must propose new relationship models, based in particular on new technologies, more sustainable offers, and develop organisations and operational platforms towards robust but agile models, for a better level of service and compliance with regulations.

A great knowledge of wealth management’s main issues

We are fully up to date with private banking, wealth management, life insurance and IFA issues. Our consultants can help your teams from the strategy to the operational implementation, including the regulatory dimension. We will be on your side at every step. From defining your strategic ambition and imagining your future to making it happen, you can count on us to help with your growth plan, operational and organizational models transformations, relational models definitions, distribution improvements, customer experience, sale forces efficiency, new offers and services development, digital transformation and and innovation development, regulatory compliance and much more. Our teams and management will be fully comitted to your project, from talling to day-to-day management.

Cross-functional knowledge of market issues and businesses

Our expertise in Wealth Management includes all type of players: Private Banks, Family Office, local or neobanks, life insurance tax wrapper, IFA, financial services producers and distributors of financial products. Our consultants have a perfect knowledge of the market and its challenges through constant market monitoring, shared through our various publications and benchmarks.

LATEST PUBLICATIONS

Compliance Monthly by Ailancy April 2023

Compliance Monthly by Ailancy March 2023

>> See all related publications

Wealth and Life Insurance

Nos clients témoignent

Quelques témoignages de nos clients qui
vous donneront un aperçu de notre métier.

Use case

MIFII/DDA Sustainable Finance project deployment

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MIFII/DDA Sustainable Finance project deployment

Case

Identifying all transversal impacts of regulation for a large banking group (retail, private banking)

Answer

Our mission consisted in defining the impacts related to the regulation, identifying the business, process and IT options for implementation and compliance aims, then managing the compliance projects.

Benefits

Compliant business and aligned on market orientations

ailancy

Private banking strategy deployment

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Private banking strategy deployment

Case

Definition of the strategy and purpose a global retail bank's private banking branch

Answer

Definition of potential scenarios, modeling these scenarios and taking into account the market's best practices and bank's culture, identification of major strategic impacts, including bank's partners (outsourcing/internalization; brand strategy; organic growth / external growth). Analysis of the impact of the chosen scenario (internal and external impacts), and operational (organization, HR, economic)

Benefits

Redefinition of the private bank's position: development trajectory and monitoring of objectifs after one year

ailancy

Support a Life Insurance master plan

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Support a Life Insurance master plan

Case

Merge 3 life insurance brands of an common insurer to an unique information system

Answer

Support for the realization of the life insurance IS master plan and implementation. RFP drafting and solution selectrion organization. Definition of project's scope and contract negotiation.

Benefits

Selection and implementation of a new IT platform

ailancy

Clients