{"id":443976,"date":"2025-08-19T15:35:11","date_gmt":"2025-08-19T13:35:11","guid":{"rendered":"https:\/\/www.kafinea.com\/non-classe\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\/"},"modified":"2026-06-15T14:22:58","modified_gmt":"2026-06-15T12:22:58","slug":"build-and-scale-a-custom-erp-for-a-leading-french-financial-planner","status":"publish","type":"post","link":"https:\/\/www.kafinea.com\/en\/success-stories\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\/","title":{"rendered":"Build and scale a custom ERP for a leading French financial planner"},"content":{"rendered":"\n

Discover how Excel My Fi, a pioneer in 360\u00b0 intergenerational support in France, transformed its organization with Kafinea<\/a>. 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<\/a>, 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. <\/p>\n\n

The client: Excel My Fi<\/h2>\n\n

Excel My Fi<\/a> is a pioneer in France\u2019s impartial 360\u00b0 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. <\/p>\n\n

The challenge<\/h2>\n\n

Excel My Fi<\/a> 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. <\/p>\n\n

The solution<\/h2>\n\n

Madiasoft<\/a> integrated and enhanced the key features of the former system\u2014particularly order automation and electronic signatures\u2014based on the flexible Kafinea<\/a> ERP. A custom application was developed to formalize Excel My Fi<\/a>\u2019s 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. <\/p>\n