Supporting asset managers, insurers and institutional investors in selecting and implementing software solutions, then filling gaps with sovereign No-Code - AI technologies when possible.
Act 1: IT Consulting Act 2: No-CodeWe help asset managers, insurers and pension funds select and implement the right market solutions: functional diagnosis, target framework, project management assistance, project leadership.
Multiple sources, lack of master data management (MDM), degraded reliability. Front-Office, Middle-Office and Back-Office communicate poorly, generating re-entries and operational risks.
Integration of GAAP, IFRS, Solvency II, SFDR, MiFID II frameworks. Current systems struggle to ensure traceability, controls and reporting.
Re-entries, off-system controls and high maintenance costs limit innovation capacity. Targeted automation has become a prerequisite for management.
Old application perimeters (15-25 years) heavily interfaced, slowing down industrialization and end-to-end digitalization.
Project ownership assistance, project management, target framework and compliance support.
Solution selection, Front Office migration, fund and/or mandate management, compliance, reporting, data provider integration, securities chain organization, custodian change, ESG.
Solution selection, Life / Non-Life consolidation, Multi-standards (GAAP, IFRS, Solvency II), accounting modernization, data governance, commitment management, ESG, regulatory traceability.
There are always untreated issues, process breaks and unsatisfied users.
Market tools cover 80% of needs, but the remaining 20% generate frustration, Shadow IT and productivity loss.
No-code technology: a solution to stacking?
Constraints evolve, vendors are born and disappear. Today's choices are not about implementing yesterday's solutions. How to continue meeting business needs while ensuring system control?
IT teams are saturated, deadlines are lengthening, business users are getting impatient.
Aging systems, complex interfacing, costly maintenance without added value.
Multiple licenses, fragile integrations, vendor dependency.
IT budget absorbed by run, impossible to invest in transformation.
No-Code technology (sovereign and European when possible) now offers concrete benefits to regulate critical points encountered by CIOs. Avoid solution stacking and invest in future architectures: data-first, API-first.
From idea to production in weeks, iterative methods, strengthened business-IT partnership.
Enhanced compliance, data sovereignty, end of uncontrolled Shadow IT.
Avoid solution stacking, invest in data-first and API-first architectures.
Light maintenance and administration by business users, optimized IT/business alignment.
No initial hardware/software costs, transparent pricing without lock-in.
Move from old unintuitive interfaces to modern, custom-made tools.
Urbanization (SSO, APIs, SMTP, connectors), multi-version versioning, design systems, fine-grained role and rights management. Business features: OCR, automatic emails & SMS, e-signature, PDF/DOCX editing, data-viz, schedules, process automation, mapping, calculations & functions.
All data hosted in France at OVH, 100% French shareholder structure. 0% extraterritorial laws. No other country can access the data.
Certifications: ISO 27001 security, HDS 1 to 6, integrated GDPR, advanced backup.
We conduct 3-day POC / RAID to demonstrate the value of our approach with this technology.
Modernization of Excel/Access applications, rapid digitalization to adapt to new challenges, fight against Shadow IT.
Control automation, complete traceability, validation workflows, regulatory reporting.
Dynamic forms, e-signature, automatic document generation, step tracking.
Real-time dashboards, audit trails, risk management, automatic alerts.
Business dashboards, CRM adapted to your business, Private Asset CRM, Partner tracking (AM, Funds, Selection…), advanced data-viz, multi-source consolidation, automated exports.
Over 40 projects led for 20 years with major Asset Management players.
Today's choices are not about implementing yesterday's solutions.
Constraints evolve, software vendors are born and disappear.
We support you in building future-proof solutions.
IT consulting, no-code innovation, or both? Describe your context and priorities. We propose a framework adapted to your constraints and objectives.