The ISINConnect Plan represents the pinnacle of our offering, reserved for financial advisors who don’t settle for standard excellence but seek truly exclusive services. In addition to all Business Plan benefits, it offers the unique possibility to create customised certificates and access reserved opportunities.
Creation of tailor-made certificates: the game-changing service
Thousands of certificates exist in the market, but you don’t always find exactly what the client wants. With the ISINConnect Plan, this limitation disappears. We can create completely customised certificates to:
Replicate past successes
Has a particularly appreciated certificate just matured? We can recreate it with the same features or improve it based on accumulated experience.
Satisfy specific requests
Does the client want a certificate on a particular basket of securities? With a specific barrier? With quarterly coupon frequency? No problem.
Seize market opportunities
We identify particular market situations together and create certificates to best exploit them.
Differentiate completely
Offering products that no other advisor can propose creates an unbridgeable competitive advantage.
The creation process: from theory to practice
Creating a customised certificate follows a structured process that guarantees optimal results:
Phase 1: Analysis and design
We work together to define exactly the desired features: underlyings, structure, protection levels, target returns. Our team translates requirements into precise technical parameters.
Phase 2: Negotiation
Thanks to our established relationships, we negotiate the best possible conditions. Our experience and managed volumes allow us to obtain competitive pricing even for limited volumes.
Phase 3: Structuring and validation
Before final issuance, we validate every detail with you and, if desired, with the final client. This ensures the product perfectly meets expectations.
Phase 4: Issuance and post-issuance support
We follow the entire issuance process and remain available for any necessary support during the certificate’s life.
Exclusive ISINConnect collaboration
For the most active and ambitious advisors, we offer collaboration opportunities that go beyond the simple supplier-client relationship:
Strategic partnerships
We develop long-term strategies together to position you as leaders in your reference market.
Preferential economic conditions
Growing volumes translate into increasingly advantageous conditions, creating a virtuous circle of growth.
Co-marketing
We support your visibility through joint initiatives, webinars, personalised materials.
Priority access
New services, innovative products, exclusive opportunities: ISINConnect partners always have priority.
An investment that pays for itself
Advisors choosing the ISINConnect Plan report extraordinary results:
150%
Average growth in certificate revenue in the first year
Private
Acquisition of private banking clients attracted by the exclusive offering
Premium
Superior margins thanks to incomparable products
100%
Almost total loyalty of served clients
Who should choose the ISINConnect Plan
This plan is reserved for advisors who:
- Manage significant assets and sophisticated clients
- Want to position themselves as a specialised investment boutique
- Seek strategic partnerships, not simple suppliers
- Have the ambition to become a reference point in their market
The ISINConnect Plan isn’t just our most complete service: it’s a strategic choice that redefines your professional positioning and opens otherwise inaccessible opportunities.
