Financial advisor
Financial security advisor
Each client gets follow-up at the right time and finds an advisor who remembers their situation.
Annual follow-ups, meeting notes and compliance documents take up whole evenings.
Each client gets follow-up at the right time and finds an advisor who remembers their situation.
The time you get back: To advise your clients, instead of filling out forms.
Your notes and follow-ups stay organized in line with your compliance obligations (AMF) and Law 25. You approve everything.
Do you recognize yourself?
- Your clients are noted down all over the place: a notebook, an Excel file, your phone. All your clients in one place, in an online client book.
- You sometimes forget to follow up on a quote or a payment. A reminder alerts you, or a follow-up email is prepared for you.
- You keep hearing about AI, but you don't know where to start. We choose a first simple use with you, and we train you.
Simple, from the start
to the finish.
A simple, transparent method: you always know where we're headed, what it costs and what it brings in.
- Step 01
Discovery call
30 minutes, free and with no commitment. We get to know your reality, your frustrations and your goals before talking solutions.
- Step 02
A picture of how you work
We look at how you work and spot where AI and Zoho will save you time.
- Step 03
Implementation
Automated tasks, AI assistants, Zoho setup: we move forward in steps, checking each step with you.
- Step 04
Training and follow-up
We train your team until they're self-sufficient, then we stay available to optimize and evolve your tools.