Mandatum Life, one of Finland’s most respected and solvent financial services providers, has been an esteemed client of Ortec Finance since 2018. They offer private, corporate and institutional customers comprehensive services for building wealth and preparing for the future. Their services include unit-linked insurance and wealth management, personal insurance, pension and reward solutions for companies, as well as related consultation services.
The company was eager to improve its customer experience through more efficient customer life cycle management. They believed that knowing client’s goals better would not only help them provide more meaningful solutions to clients, but would also help Mandatum Life stand out from its competitors. While Mandatum Life wanted to offer better customer experience, they also wanted to find an efficient solution to fulfill the present and future regulatory requirements.
“Use of OPAL has helped wealth managers to create a more holistic and concrete picture of our client’s current situation and future goals”- Petri Väisänen, Head of Sales, Private Wealth Management