Munich / Frankfurt am Main, October 22th, 2019 - Helvetia now supports the focus on unit-linked life insurance products with the introduction of the new digital fund information cockpit FactsheetsLIVE™ from cleversoft. Looking back on a 160-year history of success, Helvetia continues to expand its leading position in the market with enhanced digital sales support for life insurance companies.
Helvetia's objective was to provide professional sales partner support in the analysis and selection of individual investment solutions for unit-linked life insurance products. In the future, Helvetia Leben will use cleversoft’s interactive fund platform FactsheetsLIVE™ for a state of the art digital and target-oriented functional solution.
"In order to be able to advise customers adequately on demand, the use of a supportive fund tool makes perfect sense and is often decisive in the sales process. The software needs to be easy to use while providing maximum information about the fund universe - and of course at the same time visually appealing," Frank Ihln, project manager of Helvetia, emphasises.
To better support portfolio restructuring, the historic funds will be also available via the fund tool "We will keep developing the tool with additional functionalities and even integrate it stronger into the advisory process," Frank Ihln continues. "Helvetia Leben offers investment opportunities with over 300 interesting individual funds, including the unit-linked products CleVesto Select and CleVesto Favorites I. . To keep track of these, a good software-based fund management tool is indispensable. "
Lisa Waldherr, Executive Director of the cleversoft Group adds:" Helvetia's aim was to provide professional sales partner support in the analysis and selection of individual unit-linked life insurance investments. In the future, Helvetia Leben will use with our FactsheetsLIVE™ platform to create a tailor-made front-end in the client's CI based on state-of-the-art web solutions."
About the Helvetia Group
In 160 years, Helvetia Group has developer from various Swiss and foreign insurance companies into a successful, international Grown insurance group. Today, Helvetia has branches in its home market of Switzerland as well as in the European markets in the , countries of Germany, Italy, Austria and Spain. Likewise, Helvetia is represented with its Specialty Markets market segment in France and worlwide in selected destinations. Finally, it organizes parts of its investment and financing activities through subsidiaries and fund companies in Luxembourg. The Group is headquartered in St. Gallen, Switzerland. Helvetia is active in both life and non-life business and offers a wide range of tailor-made specialty lines covers and reinsurance. The focus of its business activities is on retail customers as well as small and medium-sized enterprises up to larger businesses. With around 6,600 employees, the company provides services to more than 5 million customers. With a business volume of CHF 9.07 billion, Helvetia generated an IFRS profit after tax of CHF 431 million in the financial year 2018. The registered shares of Helvetia Holding are traded on the Swiss stock exchange SIX Swiss Exchange AG under the symbol HELN.