Freelancer profile translated to English.
Back to original languageAbout Optys
Web designer specializing in IFP & wealth management brokers
Before creating websites, I spent 20 years in wealth management (Société Générale, Barclays, Milleis Banque) and I now lead my own firm, Optys Patrimoine. I know your profession from the inside: your regulatory constraints, your credibility challenges, how a client chooses an advisor.
Thisdual expertisemakes the difference. I don't just deliver a pretty website.I design a tool that inspires confidence in a prospect who will entrust you with their assets, that complies with your obligations (ORIAS, GDPR, DDA mentions), and that reflects the rigor of your practice.
What I offer:
- Creation of showcase or appointment-booking websites for IFP, brokers, family offices
- Redesign of existing websites that have become outdated or unclear
- Conversion pages for an offer launch or an event (workshop, webinar)
- Custom interactive tools (quizzes, simulators) to engage your prospects
- Integration with your tools: Brevo, Systeme.io, online appointment booking
- Consulting on positioning and structuring your digital offering
How I work:
I always start with a discussion about your actual business: your target clientele, your offer, what sets you apart. The website comes after, not before. I deliver clear, fast websites designed to convert a visitor into a contact.
I have already supported IFPs, independent brokers, and entrepreneurs in other sectors with their online presence, from offer structuring to going live.
If you are starting your firm or if your current website no longer reflects you, let's talk.
French
Native or bilingual
English
Native or bilingual
Spanish
Conversational
Can work on-site
Biot (up to 20km)
Experience
- OptysPatrimoineOptys WebNovember 2023 - Today (2 years and 8 months)Biot, FranceWeb designer specializing in IFP & brokersBefore creating websites, I spent 20 years in wealth management (Société Générale, Barclays, Milleis Banque) and I now lead my own firm, Optys Patrimoine. I know your profession from the inside: your regulatory constraints, your credibility challenges, how a client chooses an advisor.This dual expertise makes the difference.I don't just deliver a pretty website. I design a tool that inspires confidence in a prospect who will entrust you with their assets, that complies with your obligations (ORIAS, GDPR, DDA mentions), and that reflects the rigor of your practice.What I offer:
- Creation of showcase or appointment-booking websites for IFP, brokers, family offices
- Redesign of existing websites that have become outdated or unclear
- Conversion pages for an offer launch or an event (workshop, webinar)
- Custom interactive tools (quizzes, simulators) to engage your prospects
- Integration with your tools: Brevo, Systeme.io, online appointment booking
- Consulting on positioning and structuring your digital offering
- Redesign of your LinkedIn page
How I work:I always start with a discussion about your actual business: your target clientele, your offer, what sets you apart. The website comes after, not before. I deliverclear, fast websites designed to convert a visitor into a contact.I have already supported IFPs and independent brokers with their online presence, from offer structuring to going live.If you are starting your firm or if your current website no longer reflects you, let's talk.
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Education
- Web & UX DesignerVisiplus2022