B4Finance at PATRIMONIA 2021, the annual convention of Wealth Management professionals

B4Finance will be attending Patrimonia the largest event dedicated to Financial Advisors and Wealth Managers, happening in Lyon 30 Sept – 1st Oct 2021.

Patrimonia is a unique event in France that brings together over 7,000 asset managers and 270 businesses, including IFAs and wealth management firms, banks, insurance companies, real estate agencies.

Romain Cayuela and Ahmet Ozer will be on-site at this iconic 2-day convention to meet with our French partners, share what’s new from B4Finance and from across our industry. This year we will be focusing on the topic of how technology can be used as an enabler, providing a great user experience and service to French partners and clients. During the event, B4Finance team will be providing insights on how its pioneering fintech solutions for the Investment Management industry can fully support new trends, delivering a unique digital journey, covering areas on AI, while supporting compliance-related tasks, automating processes and reducing operational risks.

Looking forward to seeing you there!

Sienna IM chooses B4Finance as Digital Partner

We are delighted to welcome our new client Sienna Investment Managers ! Following an extensive market consultation, B4Finance has been chosen as its digital partner. By adopting the B4 Diligence solution, Sienna Investment Managers will soon be able to automate and streamline its regulatory due diligence in terms of KYC and AML controls. We are […]

Learn More

London Tech Week

In 2022, The UK’s tech flagship event took place on 13-17 June in The Queen Elizabeth II Centre in Westminster, attracting…

Learn More

Our clients' testimonials

We have set up B4 Fundraising in 5 days and were able to digitise the process from A to Z. The Support Team has shown professionalism and expertise, we are very happy about B4Finance !

B & Capital

Bernard Arock, General Councel

We are happy with B4 solutions. Since our first fundraising we have developed a real partnership with B4Finance. Second fund has started in 2022 with bigger objectives!

Altaroc

Édouard Villier, COO

Partnering with B4Finance helped us simplify a mandatory duty as the AML/KYC process by its digitalization. The API of Factiva Dow Jones is “a must” as well as the automated risk scoring.

Inpulse IM

Clément André, Investment Officer

We digitally reviewed the KYC information of 13.000 end clients through B4Finance platform, used by 1.100 Financial Advisors for this occasion. The objective of KYC update has been achieved in 12 months.

Nortia

Laurent Ovion, Director of Innovations

Thanks to B4 Diligence and B4 Fundraising modules, we digitised daily tasks regarding online subscription to our funds. We appreciate the tool’s capability to plug through API to our internal softwares.