Agely

FOR BANKS & WEALTH INSTITUTIONS

Stay close to your client, and to their heirs.

Your client ages, and so does their wealth. €9tn of inheritance will change hands in France alone by 2040. Agely keeps you present in their daily life and opens a relationship with the generation that inherits, before the wealth moves, not after.

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Client engagement Wealth & savings desk · June

This month

1,240 senior clients with Agely active

Family circles 380 active circles

1,240 senior clients active
42 families supported this month
380 active circles
3 requests routed

Programme milestones

  • Pilot onboarding 09:00 Done
  • Quarterly review 14:30 To plan

FOR WEALTH TEAMS

One relationship, two generations.

You see adoption and engagement at portfolio level. Families keep the personal details, your clients keep their privacy.

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Your client base is aging.
Your relationship shouldn't fade.

Not a CSR topic. A retention and acquisition lever. The 60+ already drive a disproportionate share of wealth and spending, and they are the clients you most risk losing at the moment it matters most.

27%
share of global private consumption driven by people aged 60+, nearly double their share of the population.
SilverEco / World Data Lab, 2026
€9tn
of inheritance will change hands in France by 2040.
Fondation Jean-Jaurès / Hémisphère Gauche, 2026

  1. Stay relevant as your client ages

    A service used every week around their parent keeps you present between statements, not just at the annual review.

  2. Reach the next generation, early

    The adult child or grandchild sets Agely up. You build a relationship with the heirs before the wealth moves, not after.

  3. A service, not another leaflet

    Differentiate your senior and wealth offer with something clients actually use, where competitors still send a brochure.

The incumbents are already moving

The banks that own the daily relationship will own the transfer.

Neobanks are courting the next generation, and incumbents fear being bypassed at the moment of transfer. Major French banks are already launching their first caregiver services.

How we work with you

Agely under your brand. Full customization of the user experience.

Let's talk about your senior clients

Tell us where you stand. We will walk you through Agely on a live call, using a case from your own book.

Someone on the team gets back to you personally.

By submitting this form, you agree that your contact details may be used to reach out to you about your request. No data is resold. You can exercise your GDPR rights at dpo@agely.care.