Diversify proposition into investments to re-engage dormant customers.
Fully automated digital wealth proposition with full back-end automation.
An additional revenue stream, Opsion, which operates as a disruptive challenger in the retail space without sacrificing the established expertise of the main business and brand.
The Swiss market has shown indications of slowing down over the past few years. There’s no guaranteed way to buck this trend, but insurance providers in central Europe have started diversifying their product offerings as a solution.
The creation of Opsion was Swiss Risk & Care's answer to this challenge. The new business arm needed to diversify their offering and deliver investment solutions that outperformed traditional ones.
A digital wealth solution with full back-end automation to offer a standalone, next-generation platform that could sustain and service clients independently.
User journeys are fully automated from onboarding through to billing. Retail clients get a tailored user experience whilst Opsion brokers get access to different investment universes, depending on their needs.
Each client has their own portfolio, built depending on their personal situation and rebalanced automatically in line with their objectives and the evolution of the market.
Clients are guided through the easy onboarding in just ten minutes, with human touch points where needed. Each function works seamlessly together and with Opsion’s current and future third-party providers.
Opsion is an additional revenue stream and a sustainable proposition in the highly competitive pensions market in Switzerland for SRC.
A standalone platform allows brokers to onboard clients, much faster.
Clients have a new way to engage with their pension through a live investment dashboard.