Diagnostic & mapping
- The CRM mapped: 111 automations
- Client requests sorted into 8 categories
- Three architectures compared, one chosen
A network of 35 advisors equipped end to end, AI included.
Not another CRM: an internal app built for Patrimy, where advisors build all their strategies and the rest of their day is taken care of. Back-office and client service are automated, and AI is built into every step where it delivers the best return on investment. Advisors focus on what matters most: their clients.
Result: An internal platform in production in four months
Context.
Patrimy is a wealth management firm. Its advisors worked across a CRM loaded with 1,245 properties, spreadsheets and documents prepared by hand for each client meeting.
Before
- Every client strategy written by hand after the meeting
- Back-office and client requests handled by hand
- A CRM with 1,245 properties, hundreds of them never used
- Inflow figures assembled in spreadsheets
After
- An internal app where every strategy is built, from the meeting to the presentation
- Back-office and client service automated
- AI at every step where it pays off most, and only there
- Statistics updated every 30 minutes
Systems installed.
Implementation
- The internal app: every strategy built in one place
- Back-office and client service automated
- AI to prepare each strategy faster, validated by the advisor
Adoption
- A training app, graded by AI
- A weekly check-in between advisor and manager
Steering
- The partners' dashboard
- Statistics updated every 30 minutes
Tools
HubSpot
n8n
Notion
Pennylane
Oneflow
Slack
Structure your business to support and accelerate your growth.
Let's look together at what's holding you back. Thirty minutes to understand your business and tell you where to start, with a cost and a timeline.
- 30 min on video with a co-founder, not a salesperson
- your 3 priorities, identified and ranked
- the first system to install, with its cost and timeline