Freelancer profile translated to English.

Description

Automation & AI Consultant, I help coaches, consultants, and small businesses structure their activity and save time through tailor-made systems. After 8 years as a wealth management advisor, I developed a strong results-oriented culture, a focus on premium customer relationships, and confidentiality.

Specifically, I focus on auditing your processes (prospecting, appointment setting, onboarding, client follow-up), designing automated workflows (n8n, Airtable, CRM, WhatsApp Business…), and integrating generative AI into your operations (AI assistants, content creation, client responses, scripts).

My goal: to enable you to spend less time on repetitive tasks and more time in your zone of genius, with clear, documented, and easy-to-use systems.

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Paris (up to 50km)

Etoile d'Or Conciergerie
Automation Consultant
CONSULTING AND AUDITS
May 2024 - January 2025 (8 months)
Paris, France
Implementation of a complete automation system for an Airbnb / short-term rental concierge service.
Audit of existing processes (client requests, bookings, check-in/check-out, cleaning, owner follow-up) and identification of repetitive tasks to automate.
Design of workflows connected to booking platforms to centralize requests, automatically trigger messages to guests (before arrival, during stay, after departure), and coordinate field team interventions (cleaning, maintenance).
Creation of an operational dashboard to track bookings, intervention schedules, and key performance indicators. Implementation of message templates and semi-automated responses to save time while maintaining a warm customer experience.

Results: reduction in time spent on manual guest and message management, fewer errors due to oversights, better visibility on activity for the concierge's founder.
Customer Relationship Management ERP System Customization Artificial Intelligence Sales Excellence
CREDIT AGRICOLE SA
Wealth Management Advisor
BANKING AND INSURANCE
December 2016 - November 2024 (7 years and 11 months)
Paris, France
Assisting high-net-worth clients in defining and implementing tailor-made wealth management strategies (investment, taxation, insurance, retirement, real estate). Comprehensive analysis of clients' financial situations and personalized recommendations in compliance with the regulatory framework. Development and retention of a client portfolio through a pedagogical, results-oriented, and trust-based approach.
Analysis of wealth management needs and medium/long-term objectives (family protection, tax optimization, retirement planning, wealth transfer).

Development of comprehensive wealth reports and investment proposals (life insurance, PEA, real estate, tax-advantaged products, etc.).
Regular portfolio monitoring and adjustments based on market changes and clients' personal situations.

Management of a portfolio of [X] clients with a total portfolio value of [X] M€ (adapt if you have figures or provide a range).
Collaboration with internal departments (legal, tax, credit) to structure tailor-made solutions.

Business development: prospecting, client referrals, wealth management events, implementation of cross-selling strategies.
Structuring of client follow-up and reporting processes, forming the basis for my current activities in optimizing and automating client journeys.