Freelancer profile translated to English.
Back to original languageAbout Tristan
💡 Digital Transformation & Automation Consultant | AI, Data & No-Code Specialist for Finance
I assist financial companies (investment funds, fintech, private equity) in their digitalization projects by implementing AI, Data, and No/Low-Code solutions to automate operational processes, improve productivity, and accelerate decision-making.
🚀 My expertise:
Data & AI Project Management: scoping, deployment, and adoption.
Workflow Automation (CRM, reporting, sourcing, compliance).
No/Low-Code Tool Integration: Make, Airtable, Zapier, Google Apps Script.
Custom AI Solution Development: predictive analysis, NLP, automatic generation (LLM).
Financial Process Optimization: Roadshow, CRM, data enrichment, reporting.
🎯 Why work with me?
✅ Strong sector expertise: 5+ years in Fintech and supporting investment funds.
✅ Quick-to-deploy solutions tailored to business needs.
✅ Dual technical (AI/Data) and strategic (innovation management) skills.
✅ Entrepreneurial experience: I understand ROI and operational efficiency challenges.
📍 Based in Paris – Available for remote or on-site work as needed.
➡️ Available for consulting, project management, or automated solution development missions.
French
Native or bilingual
English
Fluent
Can work on-site
Paris (up to 10km), Lyon (up to 10km)
Experience
- LuphyCo-founderSOFTWARE PUBLISHINGJanuary 2024 - Today (2 years and 7 months)Paris, FranceWe are an agency specializing in Digital Transformation for finance professionals. We focus on the use of AI in business processes (sales, operations, strategies, etc.).> Implementation of AI solutions for automating investment notes.> Integration of CRMs and workflow automation (Zapier, Make, Apps Script).> Development of automated dashboards for KPI monitoring.> Support for AI adoption in business processes.
- Caption MarketHead of OperationsBANKING AND INSURANCESeptember 2021 - January 2024 (2 years and 4 months)Lyon, FranceAs Head of Operations at Caption.market, I lead and manage the operational team, oversee commercial data management, and ensure the quality and efficiency of our services.- Growth from 5,000 to 50,000 users in 2 years- Construction of investment systems for 5 types of investment offerings- Fundraising of +€10M from UHNW investors- Management of the team dedicated to financial advisors/MFOsCaption.market is an innovative platform connecting investors with private equity assets such as startups, art, luxury watches, etc.
- The CubsScientific Innovation ConsultantCONSULTING AND AUDITSSeptember 2020 - October 2021 (1 year)Lyon, FranceThe Cubs company assists scientific and technical companies with their innovation-related challenges:- Design of new businesses- Valorization of existing technologies- Deployment of innovative solutions- Training in innovation marketing
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Education
- M.Sc- Entrepreneurship and InnovationESCP Business School2021Innover et entreprendre
- Engineering DegreeINSA Toulouse2020
Certifications
- TOIECTOIEC2019
- Fundamentals of Digital Marketing - Certificate ID: GZL S8X 2CWGoogle2021