Personeo 3.16.4

The "Personeo" app from BNP Paribas Epargne et Retraite Entreprises is a practical and efficient application designed for managing company savings.

• Accessible and easy-to-use, the app provides useful information right on the home page. It allows users to view the amount of savings available at any given time, as well as provide a global overview of their accounts, including Employee savings, PER Companies, and Securities Account. Additionally, users can easily track the breakdown of their savings by investment vehicle or date of availability.
• The app also includes features that help users make informed decisions. Users can access information on investment vehicles and compare them using various criteria such as KIID, performance, level of risk, and recommended investment period. Moreover, they can create alerts to be notified when their desired value is reached.
• For essential operations, the app offers a central menu where users can make choices regarding participation and profit-sharing. They can also build up savings through one-time voluntary payments using a bank card or direct debit, or set up programmed payments. Furthermore, users have the flexibility to transfer or arbitrate their savings between different support options provided by their company. They can also request repayment of their available savings, with the option to set a trigger threshold.
• The history feature allows users to track the progress of their operations and cancel them if necessary.
• In the profile section of the app, users can view and update their personal and bank details. They can easily manage their e-Documents and subscriptions and modify their password. Additionally, users can activate biometric connection for added security. Contact information and an accessibility statement are also available.