Concentrated expertise serving our partners
Pascal Perrier, Director of IFAs - brokers & E-business BNP Paribas Cardif France
Our business distinguishes through its state of mind: an entrepreneurial spirit, the desire to be close to our clients and a desire to innovate. This is what links us with you, our partners independent financial advisors and brokers. This link is based on permanent exchanges, consistent availability, and a relationship of trust, as well as expertise and close professional relationships. We have been at your side for 35 years and we currently work with 2,500 independent financial advisors and brokers.
To allow you to provide your clients with the best support, we have designed and made available to you a complete set of savings, retirement and pension products, as well as a large range of tools and services.
Since 2018, we have created a dedicated entity of 140 employees, who put their expertise at your service, and assist you in your everyday challenges.
This entity brings together all the skills which may be necessary for your activity; middle- and back-office, commercial teams, marketing, IT... And our financial engineering service makes it possible for you to access well-known legal and tax expertise in multiple sectors.
The Regional Partnership Officers are always at your side in the field and can provide you with specialized training tailored to your professional interests.
As digitalisation is at the heart of your concerns, we are investing hugely in this area. With you, we are building innovative tools and services, which will make your transactions quicker and easier. Our ambition is to digitalise all operations on savings and pensions contracts by 2020. With creditor protection insurance, we already offer your clients a smooth high-level journey perfectly suited to their needs.
Mindful of the changes within your profession and of the expectations of your clients, we publish every year a ‘barometer for independent financial advisors and their clients’, in partnership with Kantar TNS, French leader of marketing and opinion studies.