The portal to digital wealth planning is launched
ePrivateWealth, our new digital servicing platform is live. It offers a fully digitalised interface for business partners with a round-the-clock access from any device to wealth planning expertise, latest market information, up-to-date e-learning material and useful documents.
With an access from anywhere, at any time, Swiss Life’s partners will benefit from new online transactional capabilities, simplifying the application and policy change process. The portal also includes a range of smart collaboration tools, which enable timely responses from Swiss Life’s experts.
The heart of the ePrivateWealth portal is the Knowledge Hub, collating the latest market updates and insights alongside e-learning tools and a calendar of upcoming events.
Swiss Life has designed ePrivateWealth specifically to help its partners meet the changing needs of an ultra-mobile population and support them in delivering solid wealth planning solutions to their clients. The digital portal is a significant milestone in Swiss Life’s mission to cut cross-border complexity and offer creative solutions.
Reducing complexity. Creating solutions.
With the introduction of digital access to our services, we intend to simplify our processes, improve the sharing of our expertise and market knowledge with our partners, and offer more timely access to information. This represents an important transformation in the way Global Private Wealth Solutions provides access to a range of services and is another milestone in the firm’s growth strategy.
Head of Global Private Wealth