Asset Management Company
Asset Management Company

Ecofi x B4Finance: The Frictionless KYC Revolution

Ecofi, a Pioneer in Responsible Finance

Since 1972, Ecofi has been committed to sustainable and responsible finance. From the beginning, the company has offered institutional clients and distributors high-performance investment solutions that promote long-term, people- and planet-friendly growth.

In 2020, Ecofi became the first French asset manager to adopt the “Entreprise à mission” legal status.

Forward-looking, Ecofi continues to pursue its mission through active, conviction-driven management, leveraging proven proprietary processes.

Ecofi, a Pioneer in Responsible Finance

Since 1972, Ecofi has been committed to sustainable and responsible finance. From the beginning, the company has offered institutional clients and distributors high-performance investment solutions that promote long-term, people- and planet-friendly growth.

In 2020, Ecofi became the first French asset manager to adopt the “Entreprise à mission” legal status.

Forward-looking, Ecofi continues to pursue its mission through active, conviction-driven management, leveraging proven proprietary processes.

Challenge


Ecofi needed to improve KYC management efficiency without compromising security or the client experience.

Thanks to B4Finance, Ecofi automated its KYC process, cutting processing time by 80% while improving compliance and user experience.

Challenge


Ecofi needed to improve KYC management efficiency without compromising security or the client experience.

Thanks to B4Finance, Ecofi automated its KYC process, cutting processing time by 80% while improving compliance and user experience.

80%

time saved

150+

client files processed

150+

client files processed

0

Audit errors

80%

time saved

150+

client files processed

0

Audit errors

0

Audit errors

80%

time saved

150+

client files processed

150+

client files processed

0

Audit errors

80%

time saved

150+

client files processed

0

Audit errors

0

Audit errors

A Key Priority: Gaining Efficiency Without Sacrificing Security

A Key Priority: Gaining Efficiency Without Sacrificing Security

With growing onboarding volumes and increasingly strict regulations, KYC management called for a more agile approach. Existing processes, while effective, needed optimization to deliver faster response times and greater peace of mind for compliance teams.

With growing onboarding volumes and increasingly strict regulations, KYC management called for a more agile approach. Existing processes, while effective, needed optimization to deliver faster response times and greater peace of mind for compliance teams.

Main Challenges

Main Challenges

  • Document overload: spreadsheets and email chains

  • Manual control tracking: time-consuming processes

  • Increasing admin load: need to automate key steps

  • Audit prep: time lost searching for documents

A Digital Solution for More Agile KYC

A Digital Solution for More Agile KYC

B4Finance helped Ecofi modernize and accelerate its compliance process without compromising on regulatory rigor.

Key benefits:

  • Automated checks and risk scoring

  • Smart alerts: effortless monitoring

  • Centralized data: improved transparency and traceability

  • Simplified audits: quick export of regulatory records

The Result

The Result

“With B4Finance, we kept our interface and branding while automating our workflows. The result: faster processing, fewer errors, and simplified management.”
— Béatrice Pensereau, Financial Security Analyst

  • Over 150 client files processed

  • Significant reduction in processing time thanks to automation

  • KYC document completion rate up sharply

  • Faster audits, with data exports in just a few clicks

Download our case study

Access our exclusive case study and discover how Ecofi simplified and automated its KYC management with the B4Finance solution.

Download now

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.

Download our case study

Access our exclusive case study and discover how Ecofi simplified and automated its KYC management with the B4Finance solution.

Download now

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.

Download our case study

Access our exclusive case study and discover how Ecofi simplified and automated its KYC management with the B4Finance solution.

Download now

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.

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