Holistic Protection and Retirement Planning
Objectway, in partnership with Epheso, offers a product based on an analytical and predictive approach. Starting from a holistic analysis of household and SME needs, it supports consultants and agents in identifying insurance coverage in compliance with IDD regulations.
Epheso designs and creates tools and methodologies to support insurance, pension and financial consulting.
As a point of reference for institutions and major operators in the sector, simplicity and incisiveness are its principles, without neglecting rigorous results.
- Offer client-centric and goal-oriented investment process
- Customise and optimise investment proposals
- Grant IDD compliancy