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Testamento
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Since 2018, Testamento has been designing and deploying innovative digital pathways that boost the commercial approaches and services banks and insurance players.These services can be integrated at pre-sales level (Testamento Optimizer), in the management of beneficiary clauses (Testamento Beneficiary) and can form an educative platform of services enabling estate planning and optimization (Testamento Planner).Available in white label, either in SaaS mode or via API, they are used by more than 4,000 advisors, and accessible to 2.5 million people in France. Testamento is certified Finance Innovation and a member of the France Fintech and Insurtech France associations. The company's clients include Generali, the MACIF group, La France Mutualiste, Allianz and Malakoff Humanis.Testamento enables its B2B clients to transform successfully key moments in life of its end clients into real business opportunities in life and health insurance. To achieve this, we are implementing our augmented life insurance concept.At Testamento, we believe that all stages of life should be simple to anticipate, especially those that scare us the most. This is the reason why we are pursuing our B2C approach and offer directly to individuals in France, since 2013, a platform of succession anticipation planning aimed at securing the wills and wealth of the greatest number.