Customer reference
EASYBOURSE
EasyBourse, a subsidiary of La Banque Postale, simplifies investing and life insurance through its user-friendly online platform. Serving investors across all levels of financial expertise, EasyBourse offers personalised guidance and easy-to-use tools. With a strong focus on sustainability, the company provides eco-conscious and socially responsible investment options, enabling individuals to invest for their future while contributing to a better world.
Industry
Location
Issy-les-Moulineaux, France
Implemented by
Case on Odoo
The context
Online brokerage aiming to centralise client management and subscriptions
EASYBOURSE operates in the finance and insurance sector as a securities and commodities brokerage, offering an online investing and life insurance platform for a wide range of investor profiles.
Before the project, EASYBOURSE relied on separate tools for managing client information and subscriptions, which made it difficult to centralise data and streamline business processes across their operations.
The key objectives were to implement an online subscription service, centralise all client information in a single system, and ensure a reliable timeline and budget for transforming their business management.
Their needs
Centralised management of online subscriptions and client data
We needed to implement an online subscription service and we wanted to centralise everything regarding the client in a single software solution.
- Implement an online subscription service fully integrated with its business processes.
- Centralise all client-related information in a single, unified software solution.
- Validate the feasibility, budget and timeline of the project before full deployment.
- Reduce processing time and errors through process automation and streamlined workflows.
The proposed solution
End-to-end Odoo analysis and customised marketing automation setup
Captivea France began with a complete analysis of EASYBOURSE’s Odoo environment, running business discovery workshops by theme and team to understand their processes and confirm feasibility, budget and timeline. Based on this, they set up Odoo as the core ERP and deployed Email Marketing, Marketing Automation, Odoo Studio and Knowledge to centralise client information, automate repetitive tasks, customise screens and support communication campaigns, while preparing detailed deliverables and managing feedback throughout the project.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
“We needed to implement an online subscription service and we wanted to centralise everything regarding the client in a single software solution. We also had a challenging timeline: only 6 months to complete the analysis and deployment. The Captivea team was very responsive, available, efficient and expert. Thanks to Sugar CRM, we now manage a client file in 2 days instead of a week. Errors have dropped drastically thanks to process automation.”
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Marketing
Productivity
Technical
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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