Digitizing and Automating Crucial Financial Services Offerings

The Primonial Group ​selects, gathers and proposes complete financial solutions dedicated to professional asset managers but also ​to direct customers, meaning Primonial has long been a B2B2C company. They serve 120,000 customers (private, corporate and institutions) and relied heavily on a paper-based workflow for acquiring new customers. Digital transformation was a crucial step for saving time.

In addition to digitizing and streamlining processes, Primonial was also interested in a new way to onboard new customers, to give clients more access and transparency to their own asset management, and a new way to communicate with their B2B partners as well.

By taking Primonial’s paper-based process and making it digital, we took a process that once took upwards of two months to complete and shortened the timeframe down to a couple weeks. And through the addition of Link, as well as the Client space on the website, we’ve added more B2C functionality to a company that was exclusively B2B2C before. This shift has allowed Primonial to grow their business and continue to remain at the forefront of the asset management market in many European countries.