Wealth Management & Life Insurance
Ailancy supports private banks, wealth management firms and life insurers in redesigning their distribution models and wealth client relationships. We work on new relationship models, drawing on new technologies, proposing more sustainable offerings, and evolving organisations and operational platforms towards models that are both robust and agile, for a better level of service and regulatory compliance (IDD, MiFID II, AML, etc.).
- Private banking
- Independent wealth advisors
- Online banking
- Neobanks
- Life insurance
- Wealth management
- Hybrid advisory
- Robo-advisor
- Wealth
- MiFID
- IDD
- Duty of advice
- Private savings
Example engagements
Rollout of a digitalised wealth advisory journey (hybrid advisory)
IDD compliance and duty-of-advice programme for life insurance
Digital and data transformation, master plan support for life insurance
Redesign of savings offering and structured products in wealth management
Regulatory compliance and remediation programmes
Development strategy for high-net-worth clients and international private banking
Support for sustainable finance projects
Typical clients
- French and international private banks
- Wealth management firms and family offices
- Life insurance companies and bancassurers
- Wealth advisory networks