Client SuccessLa France Mutualiste
La France Mutualiste | Clearwater JUMP Unit-Linked Funds (ULF) to Automate Investment Operations
La France Mutualiste selected Clearwater’s cutting-edge platform to modernize its investment operations and reporting processes and has onboarded all its unit-linked activities onto the Clearwater JUMP ULF platform successfully. The partnership marks a significant digital transformation for La France Mutualiste as it moves to automate manual tasks, enhance operational efficiency, and drive future growth.
Market / Insurers
Founded over 130 years ago by Léon Guillot with the ambition to enable all French people to build their retirement, La France Mutualiste brings together and supports more than 290,000 member-clients. As a specialist in savings and retirement, as well as insurance and health solutions through its subsidiary Média Courtage, the group manages approximately €10 billion in assets. Established across France with a network of 58 agencies, La France Mutualiste maintains a close and trusting relationship with its members, characterized by transparency and attentiveness.
Website: https://www.la-france-mutualiste.fr
~ €10
billion in assets
58
agencies in network
164
mutual savings and retirement advisors
Challenges
- Position the business for sustainable growth
- Increasing volumes in La France Mutualiste’s unit-linked activities
- Need for a modern, integrated platform
Results
- Streamlined operations
- Reduce manual processes
- Lower potential risk exposure
“Clearwater JUMP ULF enables us to eliminate manual tasks and optimize our processes.”
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