{"id":6626,"date":"2022-11-02T08:04:45","date_gmt":"2022-11-02T00:04:45","guid":{"rendered":"https:\/\/www.moneythor.com\/?p=6626"},"modified":"2024-03-04T18:35:23","modified_gmt":"2024-03-04T10:35:23","slug":"moneythor-lance-un-outil-dengagement-numerique-pour-la-gestion-de-patrimoine","status":"publish","type":"post","link":"https:\/\/www.moneythor.com\/fr\/des-produits\/moneythor-lance-un-outil-dengagement-numerique-pour-la-gestion-de-patrimoine\/","title":{"rendered":"Moneythor lance un outil d&#039;engagement num\u00e9rique pour la gestion de patrimoine"},"content":{"rendered":"<p>Moneythor, l&#039;un des principaux fournisseurs de solutions d&#039;exp\u00e9riences client personnalis\u00e9es pour les banques et les soci\u00e9t\u00e9s de services financiers int\u00e9gr\u00e9s, a annonc\u00e9 aujourd&#039;hui lors du <a href=\"https:\/\/www.fintechfestival.sg\/\" target=\"_blank\" rel=\"noopener\">Festival FinTech de Singapour (SFF)<\/a> le lancement d&#039;un module compl\u00e9mentaire de gestion de patrimoine et de portefeuille \u00e0 sa solution prim\u00e9e de personnalisation et d&#039;engagement num\u00e9rique bas\u00e9e sur les donn\u00e9es.<\/p>\n<p>Associant une technologie \u00e0 l&#039;\u00e9chelle de l&#039;entreprise \u00e0 une expertise de pointe, la solution \u00e9prouv\u00e9e de Moneythor offre une valeur commerciale in\u00e9gal\u00e9e en transformant les syst\u00e8mes d&#039;enregistrement des institutions financi\u00e8res en syst\u00e8mes d&#039;engagement g\u00e9n\u00e9rant des r\u00e9sultats commerciaux mesurables, tels qu&#039;une fid\u00e9lit\u00e9 et un NPS am\u00e9lior\u00e9s, une r\u00e9duction des co\u00fbts de service aux clients et une augmentation des revenus. de campagnes plus pertinentes.<\/p>\n<p>Gr\u00e2ce \u00e0 ce nouveau module, les capacit\u00e9s de la solution Moneythor ont \u00e9t\u00e9 am\u00e9lior\u00e9es pour r\u00e9pondre aux attentes croissantes des clients \u00e9mergents et ais\u00e9s ainsi que des clients de gestion de patrimoine en mati\u00e8re d&#039;exp\u00e9riences num\u00e9riques personnalis\u00e9es et engageantes tout au long de leur parcours d&#039;investissement.<\/p>\n<p>Gr\u00e2ce \u00e0 des options d&#039;int\u00e9gration flexibles, l&#039;outil d&#039;engagement num\u00e9rique Moneythor pour la gestion de patrimoine peut ing\u00e9rer un large ensemble de donn\u00e9es, depuis les comptes de d\u00e9tail, les cartes et les produits de pr\u00eat jusqu&#039;aux portefeuilles d&#039;investissement des clients, aux avoirs et aux flux de valeur liquidative (VNI), y compris ceux provenant de <a href=\"https:\/\/www.moneythor.com\/fr\/solution\/monetiser-lopportunite-de-lopen-banking\/\" target=\"_blank\" rel=\"noopener\">Open Banking<\/a> des rails. Les informations sont ensuite utilis\u00e9es par le configurable <a href=\"https:\/\/www.moneythor.com\/fr\/plate-forme\/\" target=\"_blank\" rel=\"noopener\">Plateforme Moneythor<\/a> et son API moderne pour g\u00e9n\u00e9rer et fournir des informations, des recommandations et des coups de pouce personnalis\u00e9s \u00e0 grande \u00e9chelle et en temps r\u00e9el.<\/p>\n<p>Depuis des widgets dynamiques contenant des d\u00e9tails sur leurs actifs et passifs jusqu&#039;\u00e0 du mat\u00e9riel p\u00e9dagogique et des informations personnalis\u00e9es, les clients peuvent ensuite recevoir des informations riches, exploitables et contextuelles pour les aider \u00e0 g\u00e9rer et \u00e0 d\u00e9velopper leur patrimoine.<\/p>\n<p>La solution devient \u00e9galement un canal enti\u00e8rement configurable permettant aux clients de mettre \u00e0 jour leur profil de risque, de comparer leurs investissements \u00e0 un portefeuille mod\u00e8le, de recevoir des suggestions d&#039;investissement pertinentes ou d&#039;utiliser des calculateurs interactifs int\u00e9gr\u00e9s \u00e0 leur exp\u00e9rience bancaire num\u00e9rique principale.<\/p>\n<p>Commentant le lancement, Olivier Berthier, PDG et co-fondateur de Moneythor, a d\u00e9clar\u00e9 : \u00ab L&#039;ajout de la possibilit\u00e9 d&#039;offrir des exp\u00e9riences personnalis\u00e9es tout au long des parcours d&#039;investissement \u00e9tait une \u00e9volution naturelle de notre solution visant \u00e0 r\u00e9pondre aux besoins des clients des services financiers dans tous les segments, y compris les particuliers. , PME et maintenant richesse. Nous sommes enthousiasm\u00e9s par l\u2019int\u00e9r\u00eat que nous avons constat\u00e9 de la part de nos clients et partenaires pour ces nouvelles fonctionnalit\u00e9s, et par l\u2019importance d\u00e9sormais de la personnalisation et de l\u2019engagement num\u00e9rique dans leurs strat\u00e9gies de gestion de patrimoine.<\/p>\n<p>Pour en savoir plus sur l&#039;outil d&#039;engagement num\u00e9rique Moneythor pour la gestion de patrimoine, contactez-nous <a href=\"https:\/\/www.moneythor.com\/fr\/contact\/\" target=\"_blank\" rel=\"noopener\">ici<\/a>.<\/p>\n\t<div class=\"img has-hover x md-x lg-x y md-y lg-y\" id=\"image_511879313\">\n\t\t<a class=\"\" href=\"#newsletter-subscription-blog\" >\t\t\t\t\t\t<div class=\"img-inner dark\" >\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"299\" src=\"https:\/\/www.moneythor.com\/wp-content\/uploads\/2024\/02\/Article-CTA-NEW-BRANDING.png\" class=\"attachment-large size-large\" alt=\"Abonnez-vous \u00e0 la newsletter Moneythor\" srcset=\"https:\/\/www.moneythor.com\/wp-content\/uploads\/2024\/02\/Article-CTA-NEW-BRANDING.png 1024w, https:\/\/www.moneythor.com\/wp-content\/uploads\/2024\/02\/Article-CTA-NEW-BRANDING-768x225.png 768w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/a>\t\t\n<style>\n#image_511879313 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Moneythor, a leading solution provider of personalised customer experiences for banks and embedded financial services firms, announced today at the Singapore FinTech Festival (SFF) the launch of a wealth &#038; portfolio management add-on module to its award-winning data-driven personalisation and digital engagement solution. Blending enterprise-scale technology with market-leading expertise, Moneythor&#8217;s proven solution delivers unmatched business [&#8230;]\n","protected":false},"author":3,"featured_media":6628,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[279,9],"tags":[259,257],"class_list":["post-6626","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-products","tag-mass-affluent","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Moneythor launches digital engagement tool for wealth management | Moneythor<\/title>\n<meta name=\"description\" content=\"Moneythor adds support for wealth &amp; portfolio management to its award-winning personalisation and digital engagement solution.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.moneythor.com\/fr\/des-produits\/moneythor-lance-un-outil-dengagement-numerique-pour-la-gestion-de-patrimoine\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Moneythor launches digital engagement tool for wealth management | Moneythor\" \/>\n<meta property=\"og:description\" content=\"Moneythor adds support for wealth &amp; portfolio management to its award-winning personalisation and digital engagement solution.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.moneythor.com\/fr\/des-produits\/moneythor-lance-un-outil-dengagement-numerique-pour-la-gestion-de-patrimoine\/\" \/>\n<meta property=\"og:site_name\" content=\"Moneythor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/moneythorhq\" \/>\n<meta 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