Predictis: 25 years serving investors and small savers
The date of March 24, 2022 had a particular resonance for the approximately 300 officers and 65 employees of the Predictis1 group.
It corresponded indeed to the 25th anniversary of the broker, specializing in the field of life insurance and savings products for all profiles.
Predictis reviews
online
, overwhelmingly positive, testify to the progress made by the group and the capital of trust it enjoys today.
Founded by Olivier Farouz in 1997, the start-up quickly developed its own identity with savers.
Its multi-support and multi-manager life insurance contracts were, at the time, among the first of their kind.
Since 2006, Predictis has been recognized by the Ministry of Small and Medium-Sized Enterprises, which awarded it the title of “Gazelle”, due to its remarkable performance in terms of job creation and activity.
Several strategic partnerships have also been entered into with Swiss Life, Gan Groupama Vie and Abeille Vie.
From 2015, the financial intermediary occupies the coveted rank of
leading life insurance and savings broker in France.
A complete and competitive range of financial products
Predictis has developed a wide range of financial services and products: an ideal panel to constitute a global wealth strategy, for example, in view of a retirement.
The group's expertise extends, in particular:
retirement
savings
;
multi-support life
insurance
;
provident insurance
and
death insurance;
health
insurance
;
real
estate
;
to
mortgage
.
The broker was one of the first to engage in the marketing of the Retirement Savings Plan (PER).
As a reminder, this new financial envelope replaces the previous retirement savings products of the PERCO or PERP type.
It is characterized by a smoother mode of operation.
From October 1, 2019, Predictis distributed its own PER with the
PERFutura Premium
contract .
It is distinguished by entry fees capped at 1.5%, ie a rate 3 times lower than the market average2.
This demand for competitiveness is also present in the broker's three major life insurance formulas:
Premium Épargne Active, Objectif Épargne and Objectif Patrimoine.
A personalized balance sheet
A simple appointment in one of the broker's 15 branches allows you to benefit from a complete
asset assessment
or “pat' assessment”.
This approach consists in establishing a complete summary of a client's assets, which can be consulted directly from the broker's application.
The assessment takes place in 4 stages:
an
initial interview
to understand the client's projects, profile and motivations;
collection of key
asset and financial
information ;
the development
of the heritage strategy
, with a projection of the risks and the expected profitability;
long-term customer support, as part of the implementation of their savings strategy.
A Predictis advisor is able to guide you towards a fully personalized strategy.
The choice of financial products and the arbitrage of funds will depend, in particular:
the saver's age;
its sensitivity to risk;
its investment horizon;
the nature of its short, medium and long-term projects.
A financial intermediary with certified expertise who cares about the opinion of its clients
Predictis is a subsidiary of the Premium group, itself majority-owned by Eurazeo since 2021. The broker has recently been able to rely on its new parent company to post remarkable performance, with, for example, 40% growth in 2021, and 19% in 20223. The good results recorded by Predictis can also be explained by the success of its model, based on:
recognized quality expertise, with
ISO 9001 certification
obtained in 2014 and a large group of partner establishments;
a constant effort to innovate, resulting in access to
100% digital solutions
for all customers;
the
regulatory compliance
of the activity in terms of internal control, financial intermediation and risk management
PER, life insurance, complementary health, mortgage… Predictis occupies a unique position among market brokers, covering a wide range of markets and skills. The group should consolidate its achievements in 2023, by continuing to market high-performance, low-cost products.
1,2,3 https://www.predictis.com/predictis-fete-ses-25-printemps-et-annonce-une-croissance-de-40/
