Insurely launches its open finance solution in France for transparent, real-time savings data

From our archive: this press release is from November 2025, when Anessa was still called Insurely.

Insurely presents its solution to facilitate the aggregation, visibility and transfer of savings and retirement data, providing savers and their advisors with a comprehensive and transparent overview of their savings.

Paris, 6 November 2025 – Insurely, the European leader in open finance, is launching its savings and retirement data solution in France. The country, despite being the European champion of savings, still suffers from a fragmented and unclear system, in which a lack of information limits performance.

With more than €2 trillion in assets under management for life insurance alone (according to France Assureurs), France is one of the largest savings markets in Europe. This momentum is growing, especially with the success of products such as the Plan Epargne Retraite (PER) and the Plan d’Epargne en Actions (PEA).

“Despite its central role in France, the savings market remains opaque and difficult to navigate. Our solution allows customers to access and share their financial data with banks and platforms, giving them a clear overview as well as the possibility to seamlessly transfer when better conditions are available elsewhere. For financial institutions, this also means significant improvements in conversion and value creation for their clients,” explained Martin J. Gylfe, CEO and co-founder of Insurely.

With the client’s consent, Insurely collects all data relating to their savings contracts via an API and aggregates it in a clear interface, providing savers and advisors with a comprehensive and accurate overview of their financial assets.

Tangible benefits for savers and advisors

• Increased visibility, providing quick and easy access to all savings data
• Ability for advisors to provide reliable assessments and informed, personalised recommendations
• Simplified banking mobility thanks to pre-filled forms and a digitalised process that makes it easier to compare and transfer products
• Time and money savings for all parties, reducing manual steps and simplifying processes

Ramify, a digital alternative to private banking, is collaborating with Insurely to create a faster and more efficient transfer experience. By using real-time data, the fintech company offers benefits to all parties, such as the automation of certain manual tasks and a reduction in data entry errors.

“With Insurely, we provide our users with real-time access to their PER data, streamlining the transfer process. This integration not only enables our clients to consolidate their pension savings transparently and achieve faster capital growth, but also strengthens our value proposition as a platform — improving efficiency, conversion and overall customer experience,” says Samy Ouardini, co-founder of Ramify.

As Europe moves toward greater transparency in financial data, the European FiDA (Financial Data Access) regulation and the various texts proposed by EU bodies further strengthen the ongoing momentum.

Security at the heart of the solution

Insurely structures and centralises data not covered by European payment regulations, particularly data related to savings and insurance. More than 100 technological integrations enable this information to be collected directly from banks and insurers. The monitoring is automated, and data is never altered, ensuring that the information is completely accurate.

About Insurely

Insurely, headquartered in Stockholm, was founded in 2018 with a mission to transform the finance industry by creating a more open and transparent market through innovative APIs and easy-to-use open finance solutions, focusing on the insurance and pension markets. Today, Insurely’s data infrastructure powers the next generation of AI-driven finance, enabling financial institutions and innovators to build intelligent, personalised and seamless customer experiences. In 2022, Insurely raised approximately €20 million in a Series A funding round led by Insight Partners, with participation from Ampli Ventures, SEB and Opera Tech Ventures. Previous investors Luminar Ventures, Philian and Neptunia Invest continued to invest in the Series A round.