"I'm managing the product launch. I need to synthesize the needs of our customers, the regulator requirements and our very high security standards.
With the Sipios teams, we found the technical and product solutions that met these expectations , in compliance with MIFID2 and GDPR. And they implement feedback in less than a week !"
Fabrice Sauzeau, Product Owner
Increase Candriam's assets under management by developing a sales support tool for its distributors. This robo-investor offers private advisors advice and strategies for optimizing customer portfolios. The challenge for Candriam : to position itself as a privileged partner and increase the performance for each customer.
A robo-advisor that allows the advisors to manage the customer's portfolio from a dashboard and to generate simulations of personalized investments that take the evolution of the market into account as well as their preferences.
SRI funds available in the simulator
tools for simulation and visualization of portfolios for customers
to generate a recommendation and a simulation in the future
The 2 key points for a successful conception are the implication
The MVP was designed to be make its adoption trivial by Candriam's customers. The interface is customizable and the APIs were pentested to make sure of their conformity with the security and performance standards of Candriam's IT.
We developed 4 microservices exposed through a Gateway API with 3 different applications to facilitate the reuse of the back-end logic. A calculation engine enables the calculation of investment recommendations in real time, the realization of simulations in the past and future, and the calculation of risk and volatility.
As a UX designer on the Candriam project, my biggest challenge was to design a customer route that facilitates the qualification of private investors' profiles, that compares their existing portfolio with the Robo recommendations and that makes information on investment plans legible.
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