Banks & Insurers
banks & insurers
As banks and insurers, your challenges are linked to :
- your investment activities, especially for individuals
- your status as a large company
Issues related to your investment activities....
Offer sustainable products to meet your customers' increasing demands for sustainability
Equip you to create a circuit for collecting and analyzing non-financial data on your investments
Simplify your non-financial regulatory reporting (SFDR, EU Taxonomy)
Simplify ESG data collection
Have your asset managers record their ESG data. Collect and consolidate EETs.
Perform consistency checks on EETs. Request additional information and evidence from asset managers.
Offer products that correspond to the ESG profiles of your clients
Ensure your duty of sustainable advice with an allocation adapted to your clients' ESG profile.
Automate your regulatory exercise
SFDR: Simplify your regulatory reporting exercise with an automated calculation of your PAIs, an automated entry of your pre-contractual writing and facilitate your annual regulatory reporting.
EU Taxonomy: Calculate your Green Asset Ratio (GAR).
...and the issues related to your status as a large company
Lead change and onboard your teams
Measure your CSR performance
Communicate and act
Onboard your teams and conduct your CSR diagnosis
Onboard your teams with our collaborative tool.
Centralize the collection of CSR data in a tool adapted to your organization (different BUs, subsidiaries...).
Automate calculations, consolidate data and analyze them with our benchmark. Project your performance on interactive and scalable dashboards
Measure your carbon footprint
Including Scope 1, Scope 2, Scope 3
Use the GHG Protocol certified methodology
Model your carbon trajectory and assess your alignment with the Paris agreement
Communicate and act
Identify improvement levers for your ESG performance and implement action plans
Communicate your commitments to your employees, customers and investors
Automate your CSRD regulatory reporting.
Have a question ?
One of our consultants will support you in your ESG processes.
Find out more