{"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":"2026-08-27T11:57:45","modified_gmt":"2026-08-27T09:57:45","slug":"build-and-scale-a-custom-erp-for-a-leading-french-financial-planner","status":"publish","type":"post","link":"https:\/\/www.kafinea.com\/en\/use-cases\/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<p class=\"wp-block-paragraph\">D\u00e9couvrez comment Excel My Fi, pionnier de l\u2019accompagnement interg\u00e9n\u00e9rationnel \u00e0 360\u00b0 en France, a transform\u00e9 son organisation gr\u00e2ce \u00e0 <a href=\"https:\/\/www.kafinea.com\/\">Kafinea<\/a>. Dans cette success story, nous revenons sur le d\u00e9fi d\u2019un logiciel interne devenu trop limit\u00e9, la solution sur mesure d\u00e9velopp\u00e9e avec <a href=\"https:\/\/www.madiasoft.com\">Madiasoft<\/a>, et les r\u00e9sultats concrets obtenus : automatisation, \u00e9volutivit\u00e9 et gain de temps consid\u00e9rable. Un exemple inspirant de la mani\u00e8re dont un ERP flexible peut devenir un v\u00e9ritable levier strat\u00e9gique pour mieux servir ses clients et pr\u00e9parer l\u2019avenir.<\/p>\n\n<h2 class=\"wp-block-heading\">The Client: Excel My Fi<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">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<h2 class=\"wp-block-heading\">The Challenge<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">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<h2 class=\"wp-block-heading\">The Solution<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.madiasoft.com\">Madiasoft<\/a> a int\u00e9gr\u00e9 et am\u00e9lior\u00e9 les fonctionnalit\u00e9s cl\u00e9s de l\u2019ancien syst\u00e8me, notamment l\u2019automatisation des commandes et les signatures \u00e9lectroniques, sur la base de l\u2019ERP flexible <a href=\"https:\/\/www.kafinea.com\/\">Kafinea<\/a>. Une application sur mesure a \u00e9t\u00e9 d\u00e9velopp\u00e9e pour formaliser le processus de conseil d\u2019<a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel My Fi<\/a>. Une fois le contrat sign\u00e9, chaque nouveau client acc\u00e8de instantan\u00e9ment \u00e0 un espace num\u00e9rique s\u00e9curis\u00e9 pour y d\u00e9poser ses documents confidentiels et d\u00e9buter un accompagnement financier personnalis\u00e9.<\/p>\n<style>.kt-blocks-testimonials-wrap440155_085a69-63 .kt-svg-testimonial-global-icon{font-size:30px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-item-0 .kt-svg-testimonial-icon{font-size:50px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-rating-wrap .kb-svg-icon-wrap{color:var(--global-palette2, #2B6CB0);font-size:20px;}.kt-blocks-testimonials-wrap440155_085a69-63{padding-right:0px;padding-left:0px;margin-right:0px;margin-left:0px;padding-top:0px;padding-bottom:0px;margin-top:0px;margin-bottom:0px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-grid-wrap{gap:0px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-item-wrap{padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-content{line-height:25px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-occupation{font-size:15px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-item-wrap{max-width:1800px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-media-inner-wrap{width:50px;border-top:0px solid;border-right:0px solid;border-bottom:0px solid;border-left:0px solid;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-svg-testimonial-icon{justify-content:center;align-items:center;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-rating-wrap{margin-bottom:var(--global-kb-spacing-xxs, 0.5rem);}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-rating-wrap .kt-svg-testimonial-rating-icon{color:var(--global-palette2, #2B6CB0);font-size:20px;display:inline-flex;justify-content:center;align-items:center;}@media all and (max-width: 1024px){.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-media-inner-wrap{border-top:0px solid;border-right:0px solid;border-bottom:0px solid;border-left:0px solid;}}@media all and (max-width: 767px){.kt-blocks-testimonials-wrap440155_085a69-63{padding-top:px;padding-bottom:px;margin-top:px;margin-bottom:px;}.kt-blocks-testimonials-wrap440155_085a69-63 .kt-testimonial-media-inner-wrap{border-top:0px solid;border-right:0px solid;border-bottom:0px solid;border-left:0px solid;}}<\/style><div class=\"kt-blocks-testimonials-wrap440155_085a69-63 kt-testimonial-halign-left kt-testimonial-style-basic kt-testimonials-media-on kt-testimonials-icon-off kt-testimonial-columns-1 kt-t-xxl-col-1 kt-t-xl-col-1 kt-t-lg-col-1 kt-t-md-col-1 kt-t-sm-col-1 kt-t-xs-col-1 testimonystory wp-block-kadence-testimonials\"><ul class=\"kt-blocks-testimonials-inner-wrap kt-testimonial-grid-wrap\">\n<li class=\"kt-testimonial-grid-item\"><div class=\"kt-testimonial-item-wrap kt-testimonial-item-440155_27386b-ff wp-block-kadence-testimonial\"><div class=\"kt-testimonial-text-wrap\"><div class=\"kt-testimonial-title-wrap\"><h2 class=\"kt-testimonial-title\">The Testimonial<\/h2><\/div><div class=\"kt-testimonial-rating-wrap kt-testimonial-rating-5\" role=\"img\" aria-label=\"5 out of 5 stars\"><div class=\"kt-svg-testimonial-rating-icon kt-svg-testimonial-rating-icon-1\" aria-hidden=\"true\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" stroke=\"currentColor\" stroke-width=\"20\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"   height=\"20\" width=\"20\" aria-hidden=\"true\" role=\"img\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/div><div class=\"kt-svg-testimonial-rating-icon kt-svg-testimonial-rating-icon-2\" aria-hidden=\"true\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" stroke=\"currentColor\" stroke-width=\"20\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"   height=\"20\" width=\"20\" aria-hidden=\"true\" role=\"img\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/div><div class=\"kt-svg-testimonial-rating-icon kt-svg-testimonial-rating-icon-3\" aria-hidden=\"true\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" stroke=\"currentColor\" stroke-width=\"20\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"   height=\"20\" width=\"20\" aria-hidden=\"true\" role=\"img\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/div><div class=\"kt-svg-testimonial-rating-icon kt-svg-testimonial-rating-icon-4\" aria-hidden=\"true\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" stroke=\"currentColor\" stroke-width=\"20\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"   height=\"20\" width=\"20\" aria-hidden=\"true\" role=\"img\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/div><div class=\"kt-svg-testimonial-rating-icon kt-svg-testimonial-rating-icon-5\" aria-hidden=\"true\"><svg viewBox=\"0 0 576 512\"  fill=\"currentColor\" stroke=\"currentColor\" stroke-width=\"20\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"   height=\"20\" width=\"20\" aria-hidden=\"true\" role=\"img\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"\/><\/svg><\/div><\/div><div class=\"kt-testimonial-content-wrap\"><blockquote class=\"kt-testimonial-content\"><em>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.   <\/em><\/blockquote><\/div><\/div><div class=\"kt-testimonial-meta-wrap\"><div class=\"kt-testimonial-media-wrap\"><div class=\"kt-testimonial-media-inner-wrap\"><div class=\"kadence-testimonial-image-intrisic\"><img decoding=\"async\" width=\"82\" height=\"82\" src=\"https:\/\/www.kafinea.com\/wp-content\/uploads\/2025\/08\/icone-excel-my-fy.png\" class=\"kt-testimonial-image wp-image-440162 size-thumbnail\" alt=\"icone excel my fi\" \/><\/div><\/div><\/div><div class=\"kt-testimonial-meta-name-wrap\"><div class=\"kt-testimonial-name-wrap\"><div class=\"kt-testimonial-name\">Serge Riberet<\/div><\/div><div class=\"kt-testimonial-occupation-wrap\"><div class=\"kt-testimonial-occupation\">Founder of <a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel My Fi<\/a><\/div><\/div><\/div><\/div><\/div><\/li>\n<\/ul><\/div>","protected":false},"excerpt":{"rendered":"<p>D\u00e9couvrez comment Excel My Fi, pionnier de l\u2019accompagnement interg\u00e9n\u00e9rationnel \u00e0 360\u00b0 en France, a transform\u00e9 son organisation gr\u00e2ce \u00e0 Kafinea. Dans cette success story, nous revenons sur le d\u00e9fi d\u2019un logiciel interne devenu trop limit\u00e9, la solution sur mesure d\u00e9velopp\u00e9e avec Madiasoft, et les r\u00e9sultats concrets obtenus : automatisation, \u00e9volutivit\u00e9 et gain de temps consid\u00e9rable&#8230;.<\/p>\n","protected":false},"author":17,"featured_media":443979,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[756],"tags":[757],"class_list":["post-443976","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-use-cases","tag-success-stories"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Build and Scale a Custom ERP for a Leading French Financial Planner &#8226; Kafinea<\/title>\n<meta name=\"description\" content=\"Discover how Excel My Fi, a pioneer in 360\u00b0 intergenerational support, transformed its organization with Kafinea.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/use-cases\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build and Scale a Custom ERP for a Leading French Financial Planner &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"Discover how Excel My Fi, a pioneer in 360\u00b0 intergenerational support, transformed its organization with Kafinea.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.kafinea.com\/en\/use-cases\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\/\" \/>\n<meta property=\"og:site_name\" content=\"Kafinea\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-19T13:35:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-27T09:57:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.kafinea.com\/wp-content\/uploads\/2025\/08\/success-story-excel-my-fi.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kenny Legros\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kenny Legros\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/\"},\"author\":{\"name\":\"Kenny Legros\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/#\\\/schema\\\/person\\\/48ddb1bc5b59bd27f2b219995f647d6e\"},\"headline\":\"Build and Scale a Custom ERP for a Leading French Financial Planner\",\"datePublished\":\"2025-08-19T13:35:11+00:00\",\"dateModified\":\"2026-08-27T09:57:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/\"},\"wordCount\":307,\"publisher\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.kafinea.com\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/success-story-excel-my-fi.png\",\"keywords\":[\"Success Stories\"],\"articleSection\":[\"Use Cases\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/en\\\/use-cases\\\/build-and-scale-a-custom-erp-for-a-leading-french-financial-planner\\\/\",\"name\":\"Build and Scale a Custom ERP for a Leading French Financial Planner &#8226; 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