At Testamento, we believe financial and estate planning should be accessible to everyone.
Testamento is a leading provider of innovative software solutions designed to transform the insurance and financial planning landscape. Specializing in cloud-native technologies, Testamento empowers both end-clients and sales & marketing teams with accessible and effective tools for life insurance and financial education. Testamento's comprehensive suite of services enhances commercial approaches and optimizes services for banks and insurance players in the life insurance sector.
Located at 91 Faubourg Saint Honoré, Paris, Ile de France 75008, FR, with an additional office at 9, Rue Delambre, Paris, Île-de-France 75014, FR, Testamento offers a range of integrated solutions, including lead generation (Testamento Detect), pre-sales optimization (Testamento Optimizer), beneficiary clause management (Testamento Beneficiary), and estate planning education (Testamento Planner). These white-label solutions are available in SaaS mode and via API, serving over 10,000 advisors and reaching more than 10 million people in France.
With a strong commitment to innovation and client success, Testamento continues to drive advancements in the insurance and legaltech industries. We invite the management team at Testamento to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services and solutions.
Testamento est un fournisseur leader de solutions logicielles innovantes conçues pour transformer le paysage de l'assurance et de la planification financière. Spécialisé dans les technologies natives du cloud, Testamento permet aux clients finaux et aux équipes de vente et de marketing d'accéder à des outils efficaces pour l'assurance-vie et l'éducation financière. La suite complète de services de Testamento améliore les approches commerciales et optimise les services pour les banques et les acteurs de l'assurance dans le secteur de l'assurance-vie.
Situé au 91 Faubourg Saint Honoré, Paris, Ile de France 75008, FR, avec un bureau supplémentaire au 9, Rue Delambre, Paris, Île-de-France 75014, FR, Testamento propose une gamme de solutions intégrées, notamment la génération de leads (Testamento Detect), l'optimisation des préventes (Testamento Optimizer), la gestion des clauses bénéficiaires (Testamento Beneficiary) et la formation à la planification successorale (Testamento Planner). Ces solutions en marque blanche sont disponibles en mode SaaS et via API, desservant plus de 10 000 conseillers et atteignant plus de 10 millions de personnes en France.
Avec un fort engagement envers l'innovation et la réussite de ses clients, Testamento continue de faire progresser les secteurs de l'assurance et de la legaltech. Nous invitons l'équipe de direction de Testamento à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en valeur vos services et solutions exceptionnels.
Compare Testamento with 3 companies in Insurance
| Comparison Field |
TestamentoMain Company |
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Five Sigma - AI-Nati...View Profile |
Gravitas Recruitment...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2016 | 2017 | 2010 |
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Company Size
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— | 11-50 | 51-200 | 201-500 |
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City
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Paris, Ile de France | Tel Aviv, Tel Aviv | ||
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Country
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France | Israel | ||
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Skills & Keywords
Comparing with main company
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8 Total Skills
Insurance Software
Financial Planning
Cloud Native Technology
Lead Generation
SaaS Solutions
Legaltech
Insurtech
Insurance
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10 Total
10 Unique
Unique Skills:
Automotive insurance
Automotive OEM
Digital first
Fintech
Leadership
Platform
+4
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9 Total
9 Unique
Unique Skills:
AI
Claims
Claims Handling
Claims Management
Claims Management Software
Customer Experience
+3
|
17 Total
17 Unique
Unique Skills:
Actuarial & Risk
Analytics
Banking & Finance
Data
Digital
Fintech
+11
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