Financière Pouyanne
fonds
- Création2017
- Effectifs10
- Sous-jacentReal Estate, Energy
- DistributionDirect, intermediated
- En cours100 M€
- SiteFinancial Pouyanne
Presentation of Financière Pouyanne
Financière Pouyanne is a portfolio management company approved by the Autorité des Marches Financiers. It manages AIFs (FPS, and FCPI) that it addresses exclusively to professional investors.
It distributes its products through several channels: direct subscribers (professionals and institutions), or advised by CGPs and family offices.
The specificity of Financière Pouyanne is the search for investments with a territorial impact, which it uses through a dual energy and real estate approach.
Main challenges for Financière Pouyanne
Legal and financial structuring plays a central role in the businesses of Financière Pouyanne. This is what allows it to create attractive investment solutions for project developers and investors. The funds structured by Financière Pouyanne make it possible to bring savings closer to projects in the region.
The company wanted to digitize its operations to further improve the quality of customer relationships, facilitate access to data, and ensure the security of internal processes. She thus wants to be able to focus on the management of portfolio projects and create new funds.
Before using Vasco, the teams at Financière Pouyanne worked by email, using a secure server for data classification.
Needs identified
- Digital subscription
- KYC journey
- Centralization of stakeholders
- Access and dissemination of data
Optimizing the KYC journey
“Our current system requires us to communicate directly with our customers and to complete customer qualification procedures in paper format. Monitoring in this context is more complex. It is in order to respect the regulatory framework and to improve customer service that we have digitized our structure.
By dematerializing the KYC process, including in the most complex cases, we improve the experience of our investors and strengthen our procedures, in particular by using external databases to deepen our due diligence and by implementing Ongoing monitoring (continuous monitoring of customer information).”
Vasco simplifies and secures the customer journey. The tool makes all investment data accessible at any time and ensures a communication thread on current products.
Sharing key information with all stakeholders
“In terms of structuring and distributing financial products, accessing data and sharing information can be complex, in particular due to the multiplicity of stakeholders.
Vasco allows free access, at any time by investors and distributors, to documents and information relating to a fund in which they are investors. Information is disseminated globally, in real time, and in a standardized manner to guarantee the same quality and timeliness of information to stakeholders. The impact is also felt in customer relationships: email communication can be abundant and difficult to find during meetings with customers. Our teams now have historical data for each investor.”
Have a distribution platform
“We have a particular color: financing with a territorial impact through real estate and energy. The real estate part is focused on the user and therefore the contractors/businesses in the area; energy for its part addresses “diffuse” projects to allow entrepreneurs and businesses to meet their obligation, while also requiring real estate skills.
Vasco helps us communicate these beliefs and our investment thesis: we have a “window” to highlight our funds. The platform is aesthetic and easy to use. Information on products currently on the market is easily accessible, without soliciting.”
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