Safir Life Insurers
Efficiency in compliance and excellence in customer trust: all in one solution
An integrated solution, built for and by Investment, Compliance, and Distribution teams, ensuring robust portfolio oversight and fostering transparent, client-centric relationships.
Book a demo- For
- Advisors & Brokers
- Compliance Officers
- Investment team
Ensure compliance & reduce risk with real-time portfolio oversight
Increase efficiency through automated data capture and dynamic reporting
Boost trust & engage clients with narrative-driven portfolio insights
DESIGNED BY AND for a Life insurerS
Life insurers face increasing regulatory complexity while offering a wider range of products and services that address the evolving needs of customers.
SAFIR was built with and for the industry to simplify compliance workflows and strengthen trust. It empowers internal teams to monitor investment rules and portfolios efficiently, while equipping distribution network with the tools to explain, personalize, and engage.
TYPICAL NEEDS FOR LIFE INSURERS ADRESSSED BY SAFIR
Maintain effective Oversight & Compliance
Ensure comprehensive oversight of portfolio limits and investment objectives, covering regulatory requirements (EU & local), investment mandates, labels, and company-specific preferences.
Detect breaches in real time to minimize compliance risk.
Simplify ESG investment restriction checks across multiple portfolios, strengthened through our partnership with Arendt regulatory & Consulting, bringing in-depth regulatory ESG expertise.
Streamline investment portfolio data capture
Streamline the collection and consolidation of portfolio information from diverse sources. Ensure data is reliable, structured, and traceable.
This reduces the manual workload for investment and compliance teams, lowers monitoring costs, and improves overall efficiency.
Build Client Transparency & Trust
Deliver clear, narrative-driven reports that transform complex portfolio data into simple insights.
Empower your distribution network to confidently explain portfolio choices and ESG impact, turning compliance into client engagement and stronger relationships.
MODULES FOR INVESTMENTS & COMPLIANCE TEAMS
Automate the routine. Reduce manual errors. Focus on Insight.
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Smart Portfolio Data Capture (ETL with OCR & Machine Learning)
Leverage next-gen ETL technology to capture, structure, and consolidate both structured and unstructured . Automatically extract investment goals, rules, and information from documents and files, ensuring accuracy, traceability, and reliability.
Transform scattered data into compliance-ready insights that save time and reduce manual effort.
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Portfolio Oversight Monitoring
Access a consolidated view that combines macro oversight across portfolios and objectives (ESG restrictions, Investment limits, Company preferences, etc.) with the ability to drill down into detailed monitoring.
Breaches are detected instantly and communicated smoothly to both internal and external stakeholders.
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Regulatory & legal Reporting
Easily generate mandatory documents and tailored reports (from pre-contractual documents for clients to regulatory disclosures, management mandates, or internal reports).
Ensure consistent and compliant information across teams, networks, clients, and regulators.
MODULES FOR DISTRIBUTION NETWORK
Deliver compliant, transparent, and personalized advice, boosting client’s trust and engagement.
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customer profiling POWERED BY BEHAVIORAL FINANCE
Leverage our next gen profiling using behavioral finance to capture client risk profiles and sustainability preferences in line with IDD requirements, ensuring compliant and client-centric advisory processes.
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Personalized Portfolio Diagnostic
Create, simulate, monitor and review personalized client’s portfolios at scale, integrating ESG into the risk-return equation.
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Client Reporting & Storytelling
Create personalized narratives at scale: automatically generate clear and educational investment portfolio reports. Share tailored narratives with clients to explain portfolio evolution and notion of risk, return and ESG impacts.
