Alexandre M., Expert in AI Agents

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Description

Former **wealth management advisor**, I assisted clients and developed a portfolio before **specializing in AI automation**.

Today, I helpbrokers and wealth managers, franchisees and agentsautomate prospecting, appointment setting, and client request management.

I implement AI agents that sort emails, prioritize urgent matters, and generate qualified appointments continuously.

**Result**: less administrative work, more useful appointments, and more time for client relationships.

Industry field of expertise

Languages

French
Native or bilingual
English
Native or bilingual
Japanese
Conversational

Workplace preferences

Remote only

Primarily works remotely

Cleeck SAS
Client Success Manager
CONSULTING AND AUDITS
September 2025 - November 2025 (2 months)
Paris, France
Growth: Creative Strategy Supervision
New Website: cleeck.fr
Re-branding, Visuals and Graphic Design Creation
Tools: Figma, v0, Notion, Google Tools, Adobe Suite
Digital Transformation Artificial Intelligence System Integration Communication SEO
APICIL EPARGNE
Consultant - Key Accounts Service
April 2023 - August 2024 (1 year and 4 months)
Paris, France
Growth: Insurance Operations Management
Internal Process Optimization, Client Relationship Management
Claims Organization and Continuous Improvement
Tools: Internal CRM, Document Management System, Microsoft Office Suite
Customer Relationship Management Communication Risk Management Administrative Management Group Insurance
OVB Limoges
Financial Advisor
December 2020 - January 2024 (3 years and 1 month)
Lyon, France
Responsible for training and internal recruitment for the brokerage
Internal process optimization, client relationship management
Continuous training on over 100 financial partners
Tools: CRM, Salesforce, Zoom
Customer Relationship Management Communication Qualified Lead Generation Wealth Management Audit

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Bachelor's degree
Grenoble Ecole de Management
Bachelor's degree

Software Engineer