{"id":443989,"date":"2025-08-19T15:35:11","date_gmt":"2025-08-19T13:35:11","guid":{"rendered":"https:\/\/www.kafinea.com\/sin-categorizar\/construir-y-hacer-evolucionar-un-erp-a-medida-para-un-planificador-financiero-frances-lider\/"},"modified":"2026-06-15T14:31:34","modified_gmt":"2026-06-15T12:31:34","slug":"construir-y-hacer-evolucionar-un-erp-a-medida-para-un-planificador-financiero-frances-lider","status":"publish","type":"post","link":"https:\/\/www.kafinea.com\/es\/casos-de-exito\/construir-y-hacer-evolucionar-un-erp-a-medida-para-un-planificador-financiero-frances-lider\/","title":{"rendered":"Construir y hacer evolucionar un ERP a medida para un planificador financiero franc\u00e9s l\u00edder"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Descubra c\u00f3mo Excel My Fi, pionero del acompa\u00f1amiento intergeneracional 360\u00b0 en Francia, ha transformado su organizaci\u00f3n gracias a <a href=\"https:\/\/www.kafinea.com\/es\/\">Kafinea<\/a>. En este caso de \u00e9xito, repasamos el desaf\u00edo de un software interno que se hab\u00eda vuelto demasiado limitado, la soluci\u00f3n a medida desarrollada con <a href=\"https:\/\/www.madiasoft.com\">Madiasoft<\/a>, y los resultados concretos obtenidos: automatizaci\u00f3n, escalabilidad y un ahorro de tiempo considerable. Un ejemplo inspirador de c\u00f3mo un ERP flexible puede convertirse en una verdadera palanca estrat\u00e9gica para servir mejor a sus clientes y preparar el futuro.  <\/p>\n\n<h2 class=\"wp-block-heading\">El cliente: 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> es un pionero del sector del acompa\u00f1amiento intergeneracional 360\u00b0 imparcial en Francia, ofreciendo un acompa\u00f1amiento personalizado a las familias. Combinando un enfoque humano con herramientas digitales avanzadas, la empresa ayuda a sus clientes a anticipar, cuantificar y proteger sus intereses, permiti\u00e9ndoles tomar decisiones patrimoniales informadas en cada etapa de su vida. <\/p>\n\n<h2 class=\"wp-block-heading\">El desaf\u00edo<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel My Fi<\/a> utilizaba un software interno a medida que respond\u00eda bien a sus necesidades iniciales. Con el tiempo, la empresa dese\u00f3 enriquecer sus servicios e integrar c\u00e1lculos m\u00e1s complejos, con el fin de reforzar su inteligencia colectiva y ofrecer a\u00fan m\u00e1s valor a sus clientes. El sistema anterior, que hab\u00eda alcanzado sus l\u00edmites en materia de escalabilidad, ya no permit\u00eda acompa\u00f1ar plenamente esta ambici\u00f3n.  <\/p>\n\n<h2 class=\"wp-block-heading\">La soluci\u00f3n<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.madiasoft.com\">Madiasoft<\/a> integr\u00f3 y mejor\u00f3 las funcionalidades clave del antiguo sistema, especialmente la automatizaci\u00f3n de pedidos y las firmas electr\u00f3nicas, sobre la base del ERP flexible <a href=\"https:\/\/www.kafinea.com\/es\/\">Kafinea<\/a>. Se desarroll\u00f3 una aplicaci\u00f3n a medida para formalizar el proceso de asesoramiento de <a href=\"https:\/\/excelmyfi.info\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel My Fi<\/a>. Una vez firmado el contrato, cada nuevo cliente accede instant\u00e1neamente a un espacio digital seguro para depositar sus documentos confidenciales e iniciar un acompa\u00f1amiento financiero personalizado.  <\/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\">El testimonio<\/h2><\/div><div class=\"kt-testimonial-rating-wrap kt-testimonial-rating-5\" role=\"img\" aria-label=\"5 de 5 estrellas\"><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>Cuando quisimos desarrollar nuestra experiencia y mejorar el acompa\u00f1amiento de nuestros clientes, alcanzamos los l\u00edmites de nuestro anterior software. Con Kafinea, encontramos la soluci\u00f3n ideal para respaldar esta ambici\u00f3n. Hemos automatizado procesos clave y estructurado nuestra experiencia en una plataforma escalable. Tareas que antes llevaban una hora ahora se realizan en un minuto, liberando as\u00ed un tiempo valioso para dedicarnos plenamente al acompa\u00f1amiento de nuestros clientes en sus etapas de vida patrimoniales.   <\/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\">Fundador de <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>Descubra c\u00f3mo Excel My Fi, pionero del acompa\u00f1amiento intergeneracional 360\u00b0 en Francia, ha transformado su organizaci\u00f3n gracias a Kafinea. En este caso de \u00e9xito, repasamos el desaf\u00edo de un software interno que se hab\u00eda vuelto demasiado limitado, la soluci\u00f3n a medida desarrollada con Madiasoft, y los resultados concretos obtenidos: automatizaci\u00f3n, escalabilidad y un ahorro de&#8230;<\/p>\n","protected":false},"author":17,"featured_media":443992,"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":[753],"tags":[754],"class_list":["post-443989","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-casos-de-exito","tag-casos-de-exito"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Construir y hacer evolucionar un ERP a medida para un planificador financiero franc\u00e9s l\u00edder &#8226; 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