The Insurance Distribution Directive impacts organisations on four levels

MARKETING

Impact on the offer creation and follow-up processes, and requirement to prove the analysis of customer needs.

DISTRIBUTION

Impact on sales processes, especially to integrate the information and advice dimensions over the entire product life cycle

ETHICS

Impact on prevention, detection and management of conflicts of interest and the review of compensation agreements and protocols

ORGANISATION

Organisational changes imposed by the directive, on training aspects, drafting of new documents and regulatory watch in particular

INFORMATION SYSTEMS

Developments in sales, reporting and back office tools to monitor business evolutions required by the Directive

Your challenges

Complying with new regulatory obligations
Accompanying change by making your business evolve
Automating compliance using artificial intelligence
Establishing product governance and supervision

Our solution

IDD regulatory compliance
Process redesign and business transformation
IDD and Artificial Intelligence
Establishment of product governance and supervision