Digital asset management fully integrated
With EasyInvest, AXA is offering its clients a very comfortable and flexible solution for investing their own money in the financial markets professionally. The client can arrange for an AXA pension advisor to advise them or open the account themselves online in a hybrid approach. The portfolios can be assembled from 14 actively and passively managed funds in various asset classes. These can be freely combined. They are automatically rebalanced on a regular basis. AXA EasyInvest enables clients to track the performance of their portfolio via the pension portal and carry out modifications on request. As a special feature, clients can activate a staggered investment, which automatically spreads the investment amount over their desired period, reducing the timing risk.
Project and operations from a single source
Bank CIC has been working together hand in hand with its strategic implementation partner ti&m AG to realise the project. On the basis of this established collaboration, Bank CIC has taken on responsibility for all developments and for the operation of the overall solution. This comprises the role of custodian bank and the level of software applications and interfaces. With this integrated solution, the bank is providing its B2B partners with a simple and needs-based investment solution that can be implemented by the bank.
Initial client analysis
AXA has carried out a user analysis for EasyInvest based on the first few months of operation. The findings make interesting reading. For example, the average volume of investment currently stands at just under CHF 90,000 and the average age of the clients is 55, with the volume of investment increasing in line with the age of the clients. Women are well represented in comparison to other investment solutions in the market, accounting for a third of the clients. What is interesting is that around half of the clients are making use of the opportunity to adjust their investment strategy individually, confirming that this is a major client requirement.
Find out about the clevercircles B2B model
Find out more about our partnership model and contact us to arrange an initial discussion:
Find out more about the EasyInvest user analysis
AXA has analysed the investment strategies selected and the preferences of the client groups. Follow the link below to see the article: