Category /

3/07/20

🚀 Improvements Monitoring of the status of distribution agreements by banks and insurance companies Addition of a data mapping space between several offers on the same subscription route Addition of flexible payment frequencies on all product offerings. Addition of graphic elements in the subscription path editor (icons, id) Addition of additional information to the subscriber […]

30/06/20

Particeep and Testamento have just entered into a technological partnership to revolutionize the underwriting and management of life insurance. Banks, mutuals and insurers are now benefiting from this offer.

4/06/20

🚀 Improvements Customer journey Addition of recurring payment by credit card Addition of email notifications linked to signatures Possibility for the subscriber to create an online payment account Bank / insurance dashboard Addition of an optional parameter on the verification by SMS of the telephone number Adding several offers to a single subscription path to […]

20/11/19

Paris, November 18th, 2019. Fintech Particeep closed a €1.2 million Venture Loan funding with La Banque Wormser Frères. Leading editor of whitelabel online distribution solutions editor for financial products and services, the French Fintech Particeep has closed a Venture Loan funding agreement with La Banque Wormser Frères. This innovative funding brings the amount raised by […]

8/07/19

Unlike banks, which must comply with DSP2 regulations and therefore open their information systems using APIs, insurance companies have no similar regulation. But it should be noted that Open Banking has inspired several insurers to go into Open Insuring and benefit from new growth drivers. However, the majority of customers wish to use digital media […]

18/06/19

The emergence of new technologies and especially internet lead to a new banking system: online banks also called virtual banks. They allow you to access accounts statements and online services online, to realize transactions, access financial information through the bank website or a smartphone app. We’ll discuss why those online banks are appreciated and acclaimed […]

8/06/19

Banks are forced to go digital for several reasons. Initially, the demand of their customers, as well as new customers, called generation Y. Secondly, the European legislation, more precisely the DSP2, obliges the banks to open their data to the external partners in order to create new innovative services. This is made possible through a […]

8/05/19

According to the study “2019 Global Wealth Management Research Report” conducted by Ernst & Young in 2019, 39% of investors think they will change suppliers between 2019 and 2022. Although this number is down compared to the three years previous years, it demonstrates the importance for asset management companies of meeting customer expectations. One of […]

23/04/19

Finance is an area in full expansion due to the recovery, albeit slow, but gradual of economic growth. Thus, IT management puts itself at the service of finance through artificial intelligence. This technology has had a serious impact on finance professions in more ways than one. Let’s find out the link they have. Artificial intelligence […]

Do you want turnkey financial services distribution solutions?

Discover our Particeep Plug and Particeep Finstore solutions.

Do you want turnkey financial services distribution solutions?

Découvrez nos solutions Particeep Plug et Particeep Finstore.