OCTAVIO
Digital workflows
To further enhance their customer care, Octavio contacted Metanous to digitise internal processes and create clear tooling that supports their daily operations.
As a financial advisor and insurance broker, Octavio helps its clients map out their assets, create a tailored plan, build their pension, and plan their inheritance.
Efficient, transparent, and tailored for Octavio
Thanks to a combination of web applications, mobile tools, and a client portal, we digitised the entire workflow — with measurable benefits for both employees and clients.
Central database
All client, relationship, and product information in one place — organised and always up-to-date.
Smart integrations
Appointments are automatically synced with Office 365 — no double work.
Digital documents
Emails, documents, and communications are directly linked to the correct file.
Mobile registration
Scanning of eIDs and MiFIDs is done easily at the client via an app — fast and error-free.
Client portal
Clients have access at any time to view their file, documents, and portfolio value.
Ease of use
Intuitive interface for both advisors and clients — no training required.
Transparency
Thanks to the client portal, all information is open and accessible — enhancing trust.
Peter Magherman - Partner Octavio
Need more efficient workflows?
We help insurers further digitise their workflows: step by step, safely, and at scale.
