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Case Study: Swiss Risk & Care

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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