Building and upgrading a customized ERP system for a major French financial planner

Discover how Excel My Fi, a pioneer in 360° intergenerational support in France, transformed its organization thanks to Kafinea. In this success story, we look back at the challenge of an in-house software package that had become too limited, the tailor-made solution developed with Madiasoft, and the concrete results achieved: automation, scalability and considerable time savings. An inspiring example of how a flexible ERP can become a real strategic lever to better serve its customers and prepare for the future.

The customer: Excel My Fi

Excel My Fi is a pioneer in the impartial 360° intergenerational support sector in France, offering personalized assistance to families. Combining a human approach with advanced digital tools, the company helps its customers to anticipate, quantify and protect their interests, enabling them to make informed wealth decisions at every stage of their lives.

The challenge

Excel My Fi was using an in-house bespoke software package that met its initial needs well. Over time, the company wanted to enrich its services and integrate more complex calculations, in order to strengthen its collective intelligence and offer even more value to its customers. 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 functionalities of the old system, including order automation and electronic signatures, on the basis of the flexible ERP Kafinea. A bespoke application was developed to formalize theExcel My Fi consulting process. Once the contract has been signed, each new customer has instant access to a secure digital space where he or she can submit confidential documents and begin personalized financial support.