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conseil-patrimonial.com

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lorsque nous avons commencé cette activité, nous avons été déçus par le comportement des grands établissements financiers, qui réservaient les meilleurs services aux clients importants. de fait, tous les clients ayant des stocks financiers importants sont regroupés dans des services spécialisés appelés "gestion de fortune". cette situation est d'autant plus injuste que nous nous sommes aperçus, avec de la pratique, que les mêmes techniques pouvaient solutionner des problématiques essentielles touchant des personnes ayant des patrimoines plus modestes. le site conseil-patrimonial.com ® est le premier pôle multi-gestionnaires et multi-compétences créé sur internet. nous avons la volonté de proposer les meilleures techniques juridiques, fiscales et financières à tous les types de clients, en privilégiant une approche par les flux destinée à apporter des solutions aux problèmes patrimoniaux de la vie quotidienne. le service patrimonial : la qualité de l'information que nous vous p

Headquarters:
Nice, Provence-Alpes-Cote D'azur, France
Industry:
Financial Services
Founded:
2002
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -

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conseil-patrimonial.com's headquarters is located at Nice, Provence-Alpes-Cote D'azur, France

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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