investify TECH wins SIGNAL IDUNA as cooperation partner

The Luxembourg-German technology and regulatory provider investify TECH is expanding its customer portfolio from private and large banks, asset managers and broker pools to the insurance sector. SIGNAL IDUNA is the first well-known insurer gained by the company.

Today, financial services companies must rely on modern front ends with a well-thought-out user experience for the end customer and sales, while at the same time ensuring efficient processes and observing regulatory requirements. “With our leading platform, we can map all of this both in self-service and as part of personal customer advice and integrate it into existing systems,” says Dr. Harald Brock, Managing Director of investify TECH. “We are delighted to have gained SIGNAL IDUNA, a well-known customer in the insurance sector who is backing our approach, which is unique on the market: By mapping technology and regulations on a platform, we not only make the securities business more efficient for our B2B partners, but also significantly reduce the procedural and regulatory burdens. This approach is what convinced SIGNAL IDUNA.”

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Ansgar Wigger, also Managing Director of investify TECH, adds: “The SIGNAL IDUNA is an impressive example of how our platform can also be used for very large sales units with complex requirements and structures. With our technology, we provide SIGNAL IDUNA with added value in the entire investment business – from asset management and the brokerage of funds to fixed-term and call money and capital-forming benefits. The insurance sector will be an important mainstay for investify TECH in the future.” SIGNAL IDUNA has already had a platform for automated portfolio advice, fixed-term and call money options for several years. By cooperating with investify TECH, the insurance group is now going a step further. “investify TECH is an ideal partner for us, who shares our vision of a customer-centric securities offer. With investify TECH, we are opening up new digital perspectives for our customers and underpinning our promise to provide individual solutions in all aspects of pension consultancy,” explains Martin Berger, CFO of SIGNAL IDUNA.

Customers and sales teams benefit equally from this partnership: They gain access to state-of-the-art tools that enable them to make informed investment decisions.

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