Thanks to Tessi’s savings solution, you can industrialise the management of your life insurance, savings account, and employee savings plan life cycle.
Through our Tessi websites or on your own premises, we industrialise the processing of subscriptions by checking that all documents are accurate and applications are complete. Digitise your post, save time and space, and be sure that you can find your customers’ information at any time with just a few clicks.
From the time a savings product is opened until it is closed, you can count on our competent teams to monitor them and keep customer documents up to date, while informing you of changes to their accounts.
Save time in your KYC (Know Your Customer) processes !
- Total or partial industrialisation of your savings processes
- Fine-tuned technology, human, and business continuity systems
- Expert teams in savings products and customer relations
- Compliant outsourced essential services
- Reduce your savings processing costs by 20 to 30%
- Increase productivity by 20 to 25%
- Speed up subscription processes while complying with current regulations