Find out how Swiss Risk & Care's customers benefitted from a fully automated digital wealth solution.
Problem
Amid an increasingly crowded space, Opsion, an arm of Swiss insurers, Swiss Risk & Care (SRC), knew they needed to:
| • | Push boundaries to remain effective in the market |
| • | Diversify their investment proposition |
| • | Deliver investment solutions that outperformed traditional ones. |
Solution
Nucoro worked with the insurance broker to fully scope out the project and design a solution to benefit SRC's insurance customers.
The outcome was a standalone, next-generation digital wealth solution that:
| • | Offers fully automated, personalised user journeys for customers |
| • | Operates frictionlessly with Opsion's third party providers |
| • | Engages new clients and revitalises relationships with existing ones. |
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