Safir Life Insurers
Speed up the responses to latest directives and increase clients’ engagement
Enable your clients to seamlessly determine their risk profile & sustainable preferences (aligned with latest EU/ IDD directives).
Discover how SAFIR can enable your clients to compare insurance’s investment products (using simulations) before making a final decision based on scientifically backed diagnostics (online, via their advisors or brokers).
Book a demo- For
- Compliance Officers
- Life Insurers & Brokers
- Porfolio Managers
Speed up the implementation & reduce monitoring cost of the latest IDD directive
Support asset selection process
Simplify investment decision & comfort clients
DESIGNED BY AND for a Life insurer
Evolving regulatory constraints and shifting customer demands are current facts in the life insurance sector.
Delivering improved experiences for life insurers’ clients by simplifying insurance’s investment products selection is key to remain competitive.
Streamline the investment decision-making process for life insurers’ clients using tailored suitability assessment of investment products based on a fair and understandable trade-off between client’s risk tolerance, performance expectations, and ESG preferences).
TYPICAL NEEDS FOR COMPLIANCE OFFICERS, PORTFOLIO MANAGERS AND LIFE INSURANCE ADVISORS
Manage compliance cost & risk
Speed up the implementation & reduce monitoring cost of the latest IDD/MIFID directive.
Measure how close you are aligned with the latest IDD and MiFID II directives by generating compliance health-check (at organization level) of your Risk & ESG suitability.
Leverage of a solution that has been presented and deeply analyzed with competent authorities.
Support asset selection process
Consideration of sustainable preferences has complexified asset selection for portfolio managers.
Discover how our decision-making tool fosters portfolio simulation and asset selection.
Simplify investment decision & comfort clients
The rise of Insurance-Based Investments Products (IBIP) with numerous information, coupled with the consideration of sustainable preferences have complexified client’s investment decision and overall engagement.
Rely on a science-based solution that will simplify your client’s investment decision by considering their ESG preferences, risk profile & product performance during investment selection process.
Profiling module
Transform regulatory requirements into the initial phase of the investor journey.
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Risk & ESG profilers
While commonly viewed as a bureaucratic task, client profiling can also offer an elevated level of service and enhance client interaction. Seamlessly incorporate an investor profiling module supported by cutting-edge behavioral finance and sustainable finance research, aligned with latest IDD / MIFID directives regulation.
Comprehensive financial and non-financial (ESG) profiling of clients, designed for standalone utilization or seamless integration within the broader SAFIR solution.
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Financial and ESG literacy
Help your clients better understand financial & ESG concepts through education section.
Financial & ESG literacy help life insurers to comfort clients and increase the probability to select products that match client’s profile (risk and ESG preferences), regardless of the investment product complexity.
Diagnostic module
Science-based suitability scores enabling portfolio simulation and tailored made investment selection.
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Simulation / scenario analysis
Flexible by nature, SAFIR can be used by life insurers (or their clients) to analyze customized portfolios as well as investment manager to build or review model portfolios/ Insurance-based investment products.
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STORYTELLING
Comfort your client’s product selection by explaining suitability scores using intuitive visualization, storytelling and reporting.
Monitoring module
Created to monitor the suitability assessment between investor profile and investment products over time.
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Suitability monitoring
Ongoing monitoring and alerting of portfolio (Insurance-based investment products) detecting Risk or ESG suitability issues.
Proactively inform investors in case of ESG suitability mismatch.
