Freelancer profile translated to English.

Description

With 15 years of experience in financial services as a consultant and manager of an asset management company, I support my clients in their digital transformation issues.

I have rare experience in the field of digitization of savings businesses, having launched a leading fintech in online wealth savings (Yomoni) and supported many clients in their issues of digitizing customer journeys and operations.

I also closely follow the wealth savings market, both in terms of product offerings and commercial practices, as well as in terms of innovation and regulations.

Languages

English
Fluent
French
Native or bilingual

Workplace preferences

Can work on-site

Paris 12e Arrondissement (up to 50km)

La France Mutualiste
Launch of an omnichannel life insurance and PER distribution platform
BANKING AND INSURANCE
February 2024 - December 2024 (10 months)
Paris, France
-Identification of development opportunities through digital
-Strategic framing of the platform
-Design and management of the development of the digital subscription journey
-Definition of all the platform's processes and other impacted processes.
-Identification of the most suitable tools and configuration of those (CRM, marketing automation, telephony, chat, marketing scoring)
-Management of the entire project (from daily tech to the group's general management)
-Operational management of the platform during the first 3 months
Life insurance Customer journey Digital subscription Hubspot Customer Relationship Management (CRM) Remote sales Retirement savings plan
GGVIE
Design of a lead generation and conversion platform around the retirement life event
BANKING AND INSURANCE
January 2023 - March 2025 (2 years and 2 months)
Nanterre, France
-Quantitative and qualitative studies to refine the positioning
-Definition of the retirement life event value proposition
-Benchmarking of retirement solutions and services
-Definition of the customer and advisor experience
-Modeling of all processes (sales, management)
-Establishment of a team of tele-advisors to raise customer awareness and make appointments
-Training of advisors in the sales approach
-Operational management of the appointment booking platform and management of the network teams involved
Retirement Retirement savings Quantitative study Life insurance Remote sales Savings Process optimization Sales approach Conversion funnel Lead generation
Deeple Consulting
Co-founder and president
CONSULTING AND AUDITS
January 2019 - Today (7 years and 5 months)
Paris, France
I support clients in financial services (Insurers, asset management companies, online banks, distributors and brokers) in the digitization of the experience of their clients and their teams.