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Consulting firm specialized in insurance and wealth management
Having an overview of our firm was becoming important
Tommy Beyer
Leader
Context
Our firm, based in Ingwiller in Alsace, has been in existence for three generations and has always been able to adapt to changes in order to guarantee the best service to our policyholders. Our clients are loyal to us because we know them and accompany them at each new stage of their lives.
Our business has diversified over time, and we needed a flexible but powerful solution that could evolve with us.
Why TimeTonic seduced us
Having an overview of our firm became important and it is now possible with TimeTonic. This solution has allowed us to project ourselves and meet needs that we had not yet expressed.