My account

”I am proud to announce that professionals’ financial has embraced this change, in order to enhance its operational efficiency and reduce its ecological footprint, but also to get even closer to its clients and to respond to their needs even more effectively.”

The financial world has now transitioned to the digital age with its array of high-performance tools whose diversity and speed of execution are quite impressive. The time has come for us to integrate these tools in every aspect of our operations so you can fully benefit from their key advantages.

Watchwords: performance and accessibility

Joining the digital revolution is a necessary step in our development as a wealth management firm. The situation of our professional clients has evolved to such an extent that we must adopt new tools to foster the proximity we value with our clients and to make the services they seek even more accessible.

In 2016, professionals lead demanding lives that require efficient time management. They all seek performance and quality. How can we integrate ourselves into their daily lives, which are already full of dozens of virtual exchanges? As a sustainably responsible firm, we already use a range of digital tools—newsletters, targeted email communication campaigns—to provide you with the information you need on subjects that concern you.

And that’s just the beginning! With our new website, this information sharing is now optimized on all platforms: smartphone, tablet, laptop or desktop.

The human touch

Decision-making algorithms, fin tech, robo-advisors: digital technology has infiltrated investing and wealth management and is touted as an asset for investors. Will the day come when your advisor is replaced by a robot?

At Professionals’ Financial, we strongly believe in the added value of our experts’ advice and we will continue to prioritize the human aspect in all our customer contacts.

We joined the digital revolution so that it will enhance the client experience and create new opportunities for contact and information sharing. We will always prioritize the presence of an advisor at your side to discuss and share ideas with you, and to help you with your financial decisions.

This is a key aspect of our approach and the foundation of our service offer. It also reflects our values – proximity, trust, commitment and expertise – which we exemplify daily.

Learn more about a new website.

For an analysis of your situation,
get in touch with one of our advisors