Le Conservateur

Wealth Management

Advice & expertise

Le Conservateur has been offering wealth management solutions since 1844. The group lists over 300,000 clients and 700 wealth management advisors spread all over the country.

Background of the mission

Capsens has developed several platforms and tools for Le Conservateur. We have developed a management platform allowing you to subscribe to savings products, to make payments, arbitrations, withdrawals... We have also developed an internal support platform allowing answers to questions from agents.

Écran d'ordinateur portable affichant un site web avec le texte « Depuis 1844, nous donnons de la valeur au temps » et des images d'un bâtiment classique et un dessin architectural bleu.

Page de connexion à un espace client avec champs pour identifiant et mot de passe, bouton se connecter, et liens pour mot de passe oublié et activation du compte.

Technical challenges

The technical challenges are numerous for the central tools of a large and growing company, here are the two main ones:

→ Make the application accessible offline through a PWA. This leads to a lot of synchronization issues because the volume is important.
→ Integrate with the existing IT department. At Capsens we are used to projects carried out for companies that already have many applications and a team. The success of these projects is both technical and human.

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