How Swiss Life Select combine modern financial services with real estate data to create an exceptional customer experience in wealth management.

Part of the global Swiss Life Group, their mission is to enable a self-determined financial life for their customers.

FiLiP (Financial Life Planner) is their innovative customer portal for managing a 360° view of all assets.

What you will learn in this case study:

• How the FiLiP portal enables Swiss Life Select customers to stay informed on all assets including real estate

• The new revenue streams opened up from having visibility into clients‘ total wealth.

• Why integrating cutting-edge proptech solutions into your environment can help you acquire new customers and provide optimal customer journeys for existing customers

• How PriceHubble's APIs are seamlessly integrated into the Swiss Life Select customer portal.