Freelancer profile translated to English.
Back to original languageAbout Nicolas
Data, AI, and automation consultant, I help organizations improve 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 tools and AI (Make, Notion, LLM API, MCP)
- GDPR Support: former DPO and data governance facilitator
With a double technical (AI Project Manager RNCP 7, Data Analyst & Analytics Engineer) and professional (Wealth Management Advisor RNCP 6) background, 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 CourtageData / AI DirectorBANKING AND INSURANCENovember 2025 - Today (9 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 an 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: offers repository (products, providers, conditions, rates) and contacts repository (typologies, statuses, qualification rules). Foundation for data consistency and commercial monitoring.
- 4 publications per week via automated chain Notion → Make → Claude → Canva.
Estimated savings: 7 to 8 hours per week on pre-production (themes, scripts, visual briefs).- GDPR and AML/CFT framework 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.
- PRIMONIAL -SiegeData Management ManagerBANKING AND INSURANCEJuly 2022 - May 2025 (2 years and 10 months)Paris, FranceData Product Management Department within the Primonial group, following the acquisition of Netinvestissement. Management of data product strategy, structuring of repositories, data governance, and digital tools. Transversal management, coordination of tech and business teams, implementation of data management processes at group level.Creation, animation, and management of the Data Quality Committee within the group, bringing together all business and technical stakeholders around data governance and reliability.Direct collaboration with the group DPO on GDPR compliance and data protection issues.Management of 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 for all departments and business units - particularly a shared definition of fundamental concepts such as 'client' in the systems, which varied by entity. This standardization allowed for uniform interpretation of results across the group.Result: business continuity ensured across all services, data made reliable and usable in real-time for group monitoring. Expansion of the BI scope from a single department (management control, 4 dashboards) to all group departments (350 to 400 dashboards).
- NETINVESTISSEMENT - Groupe PrimonialOperations ManagerBANKING AND INSURANCESeptember 2019 - June 2022 (2 years and 9 months)Bordeaux, FranceOperations Department of Netinvestissement, an investment advisory and wealth management platform.Management of sales, compliance, and IT architecture. Management of a team of 30 to 40 people.Appointed DPO at the CNIL. Implementation of the GDPR framework and monitoring of commercial compliance, which were non-existent before my arrival: controls integrated into tools, real-time monitoring of file completeness, normalization of processes in the sales methodology.Design of client and offer 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.Management of the due diligence audits for the Primonial acquisition over 6 to 7 months, in direct liaison with the group's management.
Recommendations
Be the first to recommend Nicolas
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
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