A structured approach to the world of investment certificates
In today’s financial market, investment certificates represent one of the most interesting opportunities to generate value for clients. However, the complexity and breadth of the offering require specialist skills and dedicated professional tools.
ISINConnect was created to bridge this gap, providing financial advisors with an integrated system that transforms complexity into concrete business opportunities.
Our three-phase method
1. Analysis and Selection
Every week our team analyses the entire universe of certificates available on the market. Through proprietary algorithms and twenty years of expertise, we identify opportunities with the best risk-return ratio. The result is the “Opportunity Radar”, an analysis tool that becomes the compass for effectively navigating the market.
2. Training and Autonomy
We don’t just provide data. Through personalised coaching sessions, we transfer the skills needed to interpret analyses and translate them into concrete proposals for clients. The goal is to make you completely autonomous in using the tools, while always keeping our specialist support available when necessary.
3. Continuous Support
Certificate advisory requires constant updating and the ability to respond to specific needs. That’s why we offer different levels of support, from simple commercial assistance to direct support in client meetings and the creation of customised certificates.
Why advisors choose ISINConnect
- Time saving: Our weekly analyses eliminate hours of research and comparison, allowing you to focus on client relationships.
- Business growth: Advisors using our services record an average 40% increase in certificate-related turnover in the first year.
- Competitive advantage: While other advisors limit themselves to standard offerings, you can propose customised solutions and tailor-made certificates.
- Professional credibility: Presenting structured analyses with the support of a specialised team significantly increases the perception of value from clients.
Our plans
We have structured three service levels to adapt to different professional needs:
Each plan has been designed to offer a measurable and concrete return on investment.
Ready to create customised certificates for your clients?
Transform your advisory service with tailor-made investment solutions.
