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Case Study: Generali France Supports Financial Advisors With Innovative Mobile B2B App

With The Launch Of iNomineo, Generali Focuses On A Major Revenue Source

May 24, 2011

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Why Read This Report

Generali France's iNomineo app for the iPhone offers financial advisors mobile access to client information, details of clients' holdings and past transactions, and graphic illustrations of market changes. Nine months after launch, one in 10 advisors served by Generali were using iNomineo at least weekly — demonstrating the latent demand among independent advisors for a mobile B2B offering. Forrester believes Generali France is a pioneer of a trend that will see more financial providers using the mobile channel to support agents and advisors.

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Timely and relevant, Forrester's RoleView research aligns to 13 leadership roles across business and technology management. Our expertise in customer experience, mobile, digital business, and big data will help your teams win in the age of the customer. Contact us to learn more.

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Also in Collection: Mobile Wealth Management

Table of Contents

  • Situation: Generali Wanted To Support Advisors And Differentiate Its Brand
  • Best Practice: Based On Business Needs, Generali Prioritized Mobile For Advisors
  • Results: Within Nine Months Of Launch, One In 10 Advisors Uses iNomineo Weekly
  • WHAT IT MEANS

  • In 2011, More Financial Firms Will Focus On The B2B Opportunity Of Mobile
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