SHARING OUR AMBITIONS. Develop stronger partnerships by providing a full set of services & tools

Transcription

1 SHARING OUR AMBITIONS Develop stronger partnerships by providing a full set of services & tools

2 Amundi s commitment to its clients Build true partnerships with Amundi global toolbox, The Triangle PRODUCTS: wide spectrum of recognized and innovative investment expertise across different asset classes Amundi / Pioneer Funds / CPR AM / KBI GI Amundi ETF/Index funds Customized investment solutions Structured solutions SERVICES: broad range of à la carte services to support partners in the long term Marketing support After-sales services Sales force training and coaching Asset allocation and fund selection Competitive watch & market surveys Consulting on regulation TOOLS: comprehensive set of tools Marketing tools Amundi training platform Allocation & portfolio engine Distributor extranet Advisory digital interface Services 1 Products Client Tools 2 3 2

3 A new world for distributors A challenging market environment New regulatory constraints Technology disruptions Be present on customer journey s touchpoints 3

4 01 Amundi Academy The Digital training platform All-in-One Simple A La Carte 4

5 A single platform to answer all training needs THE TRAINEE «SALES FORCE» THE MANAGER «HEAD OF SALES / HR / MKT» To get a comprehensive understanding of a new offer or a new service To build a tailor-made program in line with sales objectives To benefit from a refresher course To have a daily knowledge monitoring and meet regulatory requirements for training To have a reminder about fundamentals on financial markets To enable advisors to improve their skills We believe that ongoing training of the sales force is a key driver of quality business growth, in respect of the MIFID 2 regulation 5

6 A flexible training platform CHOOSE YOUR CONTENT CUSTOMISE YOUR DESIGN MANAGE YOUR PLATFORM 6

7 A solid & progressive learning program for advisors A mini website, white-labeled and easy to use, dedicated to the Distributor ACCESS TO THE LIBRARY OF MODULES LEARN THROUGH THE MODULE CONTENT STEP 2 STEP 1 STEP 3 STEP 4 Example of module: - What are the key factors which cause financial markets to rise and fall? DISCOVER THE MODULE PRESENTATION 7

8 Training focus on Amundi Run, a digital board game Digital training tools An interactive digital tool to animate partner network sales force, foster their skills on financial savings solutions and restore sales staff confidence Secure access to a web application created and powered by Amundi A precise skills assessment allowing for targeted interventions Measure of skills progress New 2017: solo version 2016 /

9 Training focus on Amundi Certification, a digital test Digital training tools Goals Support our distributors to enhance their advisors knowledge on Amundi s flagships, offers & saving solutions Deploy an inspiring and innovative plan to validate skills Available in every language, with result dashboard provided Use Online test (~20 Q&As) dedicated to continuous & final knowledge control Assessment follow-up by management & executive (results tracking) Structure Training On line Test Test Certificate of achievement 2016 /

10 Training: focus on Amundi Investment Game Digital training tools Digital portfolio simulation game Connected to Amundi s management tools Distributor s commercial offers and funds universe Real time to match true market conditions Management of multi-languages Integrated management: invitations, relaunch Statistics Players goals A virtual capital to invest Strategic allocation building on the distributor universe Portfolio management based on market conditions Portfolio monitoring with pedagogical graphs (portfolio performance, sub-funds performances, ) 2016 /

11 02 Amundi Retail Advisory 100% Digital The asset management expertise of Amundi Customer centric 11

12 3 Different types of clients, 3 different approaches Let me do it Help me do it Do it for me BtoB BtoBtoC / BtoC BtoBtoC / BtoC Independent Let me do it Clients managing their investments by themselves but not necessarily experts Waiting for advice Help me do it Clients seeking advice to guide or consolidate their investment choices Delegate Do it for me Clients relying on their advisor for the management of their assets 1 A 3-level offering 2 3 Model portfolio building Advisory management Discretionary management All set-ups presented in this document are subject to a regulatory, legal and IT feasibility study 12

13 supported by a single white-label infrastructure Head-Office & Branch Advisor Asset Manager Client 4 Dedicated Extranet Branch Advisor Portfolio Engine Santorin Amundi Digital Advisory 6 Amundi Academy Investment platform Client account data Financial Instrument data Digital platform Branch Advisor workstation 13

14 Investment platform: Portfolio engine The capability to industrialize model portfolio production aligned with Investment Committee view Designed to integrate distributor allocation methodologies The capability to analyze and compare portfolios through multiple axes and indicators The capability to parameterize client constraints 14

15 Setup Contain Digital Platform: Amundi Digital Advisory ADA - A sales tool for the advisors Available on desktop, tablet & smartphone Ergonomic interface Customer centric tool: taking accounts of the final client financial situation & objectives Client suitability test (MIFID) Different view of model and client portfolio simulation tool Advisory comments and alerts Model and client portfolio reporting Interactive Q&A database Order book proposal for execution Educational Value: Presentation of the portfolio model in a simple and transparent manner Follow-up of the arbitrages done sent by to advisors Enhancement of the knowledge of the advisor and of the client Improvement of the relationship advisor/client and proactivity Model Portfolio building: no need to be connected to the distributor IT White labelling digital interface branded with the distributor charter/logo 15

16 Digital Platform: Dedicated Extranet for the Network A tool for the networks Available on desktop / tablet Simply to use Adapted to distributor s needs Dedicated Extranet including all documents produced for the distributor s sales force: Fund offer Legal & marketing documents Alerts and material on selected funds Videos, news and market analysis Search engine Access to the training and advisory platform 16 Setup Setup No need to be connected to the distributor IT, a secure link

17 Robo Advisor or Bionic Advisor? Able to support both! Amundi Expert Portfolio Strategic Asset Allocation for client guidelines Tactical Asset Allocation is based on Amundi expert views Use of extensive arrays of tools for portfolio construction and risk management (risk budgeting, diversification, etc.) Rebalancing usually once per month (or when exceptional market event, eg. Brexit) Investment universe: funds (internal / 3 rd party), securities (e.g. for Private Banking segment) Amundi Robo Advised Portfolio Strategic Asset Allocation for client guidelines Tactical Asset Allocation is rulebased / quantitative Wide range of allocation engines available (e.g. Risk parity ) Investment universe: mainly index and ETF 17

18 Amundi Partnership Approach. Benefit from the tailor-made approach offered by a global player Client Providing a privileged access to investment solutions With comprehensive set of services and tools based on a modular Platform Thank you for your attention 18

19 DISCLAIMER The information contained in this material is intended for general circulation, without taking into account the specific investment objectives, financial situation or particular need of any particular investor. This material is communicated solely for information purposes and neither constitutes an offer to buy nor a solicitation to sell a product. It shall not be considered as an unlawful solicitation or an investment advice. This material, which is neither a contract nor a commitment of any sort, is based on sources that Amundi considers to be reliable. Any information contained in this material may be changed without notice. Amundi accepts no liability whatsoever, whether direct or indirect, that may arise from the use of information contained in this material. Amundi can in no way be held responsible for any decision or investment made on the basis of information contained in this material. The information contained in this material shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi, to any third person or entity in any country or jurisdiction which would subject Amundi or any of its products, to any registration requirements within these jurisdictions or where it might be considered as unlawful. This material has not been reviewed by any financial regulator. It is not destined to be communicated to, or used by, any person, qualified investor or not, from any country or jurisdiction whose laws or regulations would prohibit such communication or use. More specifically, this website is not intended for residents or citizens of the United States of America or for US Persons as defined by Regulation S of the Securities and Exchange Commission under the US Securities Act of Amundi is a French Société anonyme (public limited company) with a share capital of euros Financial corporation Credit institution governed by the French Monetary and Financial Code Head office: boulevard Pasteur Paris France Postal address: 90 boulevard Pasteur CS Paris Cedex 15 France Telephone: +33 (0) Siren number: RCS Paris Siret number: APE code: 6430Z VAT identification number: FR The information contained in this document is deemed accurate as of 19/06/2017. The prospectuses and key investor information documents of the products referred to in this material are available free of charge and on request to Amundi. 19