Discover how Excel My Fi, a pioneer in 360° intergenerational support in France, transformed its organization with Kafinea. In this success story, we look back at the challenge of an internal software solution that had become too limited, the custom solution developed with Madiasoft, and the tangible results achieved: automation, scalability, and significant time savings. An inspiring example of how a flexible ERP can become a true strategic lever to better serve clients and prepare for the future.
The client: Excel My Fi
Excel My Fi is a pioneer in France’s impartial 360° intergenerational support sector, providing personalized guidance to families. Combining a human approach with advanced digital tools, the company helps its clients anticipate, quantify, and protect their interests, enabling them to make informed wealth-planning decisions at every stage of their lives.
The challenge
Excel My Fi used a custom in-house software solution that met its initial needs well. Over time, the company sought to expand its services and integrate more complex calculations to strengthen its collective intelligence and deliver even more value to its clients. The previous system, having reached its limits in terms of scalability, could no longer fully support this ambition.
The solution
Madiasoft integrated and enhanced the key features of the former system—particularly order automation and electronic signatures—based on the flexible Kafinea ERP. A custom application was developed to formalize Excel My Fi’s advisory process. Once the contract is signed, each new client instantly gains access to a secure digital space to upload confidential documents and begin personalized financial guidance.
Testimonial
When we wanted to develop our expertise and improve the support we provide to our clients, we reached the limits of our previous software. With Kafinea, we found the ideal solution to support this ambition. We automated key processes and structured our expertise within a scalable platform. Tasks that previously took an hour are now completed in one minute, freeing up valuable time so we can fully focus on supporting our clients through each stage of their wealth-planning journey.
