White Papers & Client Cases

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White Paper

Sustainable investment: what are the expectations of private investors?

Client Case 1

Digitization and compliance of MiFIDII and LSFin profile assessment for an international private bank

Client Case 2

Assess the ESG preferences of an asset manager's clients to guide the development of new financial products

Client Case 3

Increase the savings contributions of clients from a life insurance company thanks to a gamified questionnaire

Client Case 4

Selection of projects with a positive impact according to the values of users of a crowdfunding platform