Freelancer profile translated to English.
Back to original languageAbout Nicolas
Data, AI, and automation consultant, I help organizations improve their data reliability, structure their processes, and integrate AI into their daily operations.
After nearly 10 years in operations management and data product management within wealth management and asset management consulting groups (Netinvestissement, Primonial), preceded by 15 years in operational and commercial management, I now work as a freelancer on three types of missions:
- Data Architectures: design and deployment of repositories, BI, data governance
- Business process automation: no-code and AI tools (Make, Notion, LLM APIs, MCP)
- GDPR support: former DPO and data governance facilitator
With a dual technical background (AI Project Manager RNCP 7, Data Analyst & Analytics Engineer) and business background (Wealth Management Consultant RNCP 6), I am comfortable with the business challenges of financial, commercial, and compliance departments, and I know how to translate them into robust and traceable operational solutions.
French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- GABIN CourtageCo-founder & Data / AI DirectorBANKING AND INSURANCENovember 2025 - Today (7 months)Paris, FranceInsurance brokerage firm launched from scratch. I designed and deployed the entire operational and data architecture of the firm.
- Notion as a single source of truth, Make as orchestrator, Claude API for AI production, Google Workspace for production.
- Complete custom CRM: Lead → Prospect → Opportunity → Client → Commissioning pipeline, connected to real-time monitoring dashboards. Scalable architecture, designed to absorb volume growth without additional resources.
- Structured business repositories: product repository (products, providers, conditions, rates) and contact repository (typologies, statuses, qualification rules). Foundation for data consistency and commercial monitoring.
- 4 publications per week via automated chain Notion → Make → Claude → Canva.
Estimated saving: 7 to 8 hours per week on pre-production (themes, scripts, visual briefs).- GDPR and AML/CFT system deployed as the firm's DPO. Operational compliance natively integrated into the sales process.
- Commercial activity dashboards, conversion ratios, and commission tracking — all connected to Notion databases and products via an automated AI chain.
- PRIMONIALHead of Data Product ManagementBANKING AND INSURANCEJuly 2022 - May 2025 (2 years and 10 months)Paris, FranceHead of Data Product Management within the Primonial group, following the acquisition of Netinvestissement. Steering product data strategy, structuring repositories, data governance, and digital tools. Cross-functional management, coordination of tech and business teams, implementation of data management processes at the group level.Creation, facilitation, and steering of the group's Data Quality committee, bringing together all business and technical stakeholders around data governance and reliability.Direct collaboration with the group DPO on GDPR compliance and data protection matters.Steering the group's data transformation project.Objective: unify fragmented data from multiple tools and services (HR, accounting, management control, sales networks, marketing, compliance, legal) into a single source of truth connected to BI.A major aspect involved defining and harmonizing common business rules across all departments and business units — particularly a shared definition of fundamental concepts like 'client' in the systems, which varied by entity. This standardization allowed for a unified interpretation of results at the group level.Result: business continuity ensured across all services, data made reliable and usable in real-time for group management. Expansion of the BI scope from a single department (management control, 4 dashboards) to all group departments (350 to 400 dashboards).
- NETINVESTISSEMENTDirector of OperationsBANKING AND INSURANCESeptember 2019 - June 2022 (2 years and 9 months)Bordeaux, FranceOperations director at Netinvestissement, an investment advisory and wealth management platform.Oversight of sales, compliance, and IT architecture. Management of a team of 30 to 40 people.Appointed DPO by the CNIL. Implementation of the GDPR framework and commercial compliance monitoring, which were non-existent before my arrival: controls integrated into tools, real-time completeness tracking of files, process standardization in the sales methodology.Design of client and product repositories: data architecture, common nomenclatures, and business rules. Construction of commercial, financial, and marketing dashboards.Complete overhaul of Salesforce CRM: transformation from a contact tool into a structured sales funnel, automation of client communications.Oversight of the Primonial acquisition due diligence audits for 6 to 7 months, in direct liaison with the group's management.
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Education
- AI Project Manager — RNCP Level 7Ascencia Business School / Collège de Paris2025Formation en intelligence artificielle appliquée, gestion de projet IA, automatisation des processus, data management et déploiement de solutions IA en entreprise. Titre RNCP Niveau 7 enregistré au Répertoire National des Certifications Professionnelles.
Certifications
- Data AnalystMines Paris PSL / Liora2025
- Analytics EngineerLiora2025