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Together, let’s co-create a company savings plan that reflects who you are.

We believe that a collective savings plan is not limited to a financial offer. It should reflect your corporate culture, embody your values, and concretely meet employees’ expectations. That’s why we work with you to build meaningful savings plans.

Because your company is unique, our support is too.

At every step, our experts are by your side

Our commitment begins from the very first steps of your project and continues throughout its implementation:

Personalized support to help you choose the products best suited to your needs
Rigorous management with clear information notices compliant with current legislation
A welcome call with our teams for a smooth onboarding of the products
A dedicated account manager to assist you at every stage
The corporate customer service team to help you daily and answer all your questions
Annual follow-up committees to review your needs and adjust existing solutions
Continuous benchmarking of legislative developments and market trends to adapt your products

For each employee, personalized support and resources to understand and take action

We help everyone become fully engaged in their savings:

A customer service team of 50 advisors to answer all questions and support employees as they approach retirement
Targeted communication campaigns at key account milestones to inform, raise awareness, and engage
Personalized financial coaching* with an expert to guide investment decisions
Dedicated educational tools, including a tax savings simulator and a clear, accessible guide explaining the implemented products

An investment strategy designed for your company

Our commitment is also reflected in the quality of our financial management. Our financial engineers design a personalized offer aligned with your objectives and constraints:

A wide range of funds covering all asset classes
Labeled instruments: ISR**, CIES***, and Greenfin****
Solutions compliant with SFDR classification (Articles 8 and 9)

Each solution is designed to combine performance, responsibility, and transparency.

Customer areas for intuitive and accessible management

We provide multilingual, user-friendly platforms designed to simplify daily management for companies and employees:

Employer area: A dedicated web platform to view all products, manage collective campaigns, and easily access useful information and services
Employee area: An intuitive mobile app and online space allowing each employee to track their savings, consult financial instruments, perform transactions, and quickly find documents and services

* if subscribed by the employer
**The ISR label (Socially Responsible Investment) is an official French label created in 2016 by the Ministry of Economy and Finance. It aims to direct savings towards funds that integrate environmental, social, and governance (ESG) criteria in their management

*** The Inter-Union Employee Savings Committee label (CIES) is a French certification created in 2002 by trade union organizations to ensure that employee savings funds are managed in a socially responsible, ethical, and transparent manner

**** The Greenfin label is a French public label created in 2015 by the Ministry of Ecological Transition. It aims to ensure that labeled financial products contribute to financing the ecological transition.