Yomoni is a management company with technology behind. Since 2015, they have been democratizing savings management by making it simple and affordable. They want to offer sophisticated investment techniques to as many people as possible, thanks to an easy-to-use interface. Incidentally, they hired forty people, raised more than 8 million Euros, and convinced several thousand French to leave them the keys to their savings.
Thanks to Yomoni, people who are not experts in finance place their money as experts, without putting their noses outside and without leaving an arm: everything is done online and the costs are much lower than those of a regular bank. . In concrete terms, Yomoni designs for each of its clients a diversified and low-cost portfolio, with the aim of helping them to save efficiently over the long term, as do the best investors.
They combine technology and management to deliver the best returns to their customers while minimizing their costs. So they do things like asset allocation, portfolio rebalancing, dividend reinvestment, and other financial services that most people find too complicated or too expensive to implement on their own.
Although they are often called robo-advisor by journalists, they feel closer to financial advisors than household robots. They do not use any robot, not even spare. It is therefore real humans who drop the phone when it rings in their Paris office.
Yomoni makes savings management simple and affordable with technology. We allow people to put their money smart, in the long run, without knocking them out with high fees and without having to be millionaires to take advantage of it. With us, what was once reserved for a wealthy elite becomes accessible to the greatest number.
Yomoni's financial advisors look after the people who entrust us with their money. They answer questions from people who have shown interest in Yomoni (prospects). They also advise our clients on their savings plans, investments and taxation. Finally, they are the voice of customers in-house, as such, they regularly advise our product managers on what could be improved in our service.
Contact our prospects to present our service and encourage them to subscribe.
Provide first-level assistance on incoming requests from customers and prospects through our various communication channels: instant messaging, e-mail, telephone, social networks.
Respond to our customers on time:
Ensure the processing and the follow-up of the files of openings and the operations customers:
Help the team to better know and understand its customers to ensure continuous improvement of their experience:
Our tools evolve regularly, but for the moment, here is the list of the services on which Yomoni relies:
We work hard to make our employees feel good at work. Here's what you can expect:
You answer questions from our customers and prospects. You participate in the control and validation of new files, that is to say at all stages of verification that take place immediately after the subscription to a new contract.
Thanks to your privileged position at the heart of the customer experience, you also contribute to raising the points of blocking and the remarks of the users to allow a continuous improvement of our service. You will be the voice of our customers.
If you recognize yourself in this profile: write to us!
Yomoni makes high quality wealth management simple, transparent and accessible to every retail investor in France at a fraction of its usual cost.
We are a wealth management company offering retail investors a "key-in-hand" solution to manage their long term savings. Anyone can open an account in 15 minutes with 1000€.