The proliferation and complexity of banking and insurance products have forced banks and insurance companies to develop their commercial and advisory activities.Whether it is to finance investments, current consumption expenditure or manage risks, a preliminary step is essential: the analysis of the client's financial situation. Taking into account the diagnosis carried out, an offer is made to meet the needs of the customer: individual or business. This offer includes complementary and / or inseparable banking and insurance products. This is why for years, Banks and Insurance have offered a global offer to their customers.



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