21
Jul, 2025
Digitalization & Change Management: Transforming Internal Practices

Digitalization & Change Management: Transforming Internal Practices

Digitalization & Change Management: Transforming Internal Practices

Organization needs to modernise document management, customers relationship and team coordination.

How to digitalize intern practices and meet tools adoption by the whole team ?

Challenge

  • Lack of tool harmonization
  • Repetitive manual tasks
  • Resistance to change from senior staff
  • Low visibility on internal task tracking

Valeenor’s Solution

  • Diagnostic interviews and usage audit
  • Recommendation of a minimalist but efficient tool ecosystem (CRM, automation, team chat)
  • Customized staff training focused on practical usage
  • Change management plan with adoption KPIs

Results

  • Up to 95% tool adoption within 3 months
  • Up to 30% reduction in redundant admin tasks
  • Improved transparency and team coordination
  • Better allocation of time toward high-value tasks

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21
Jul, 2025
FinTech: Accelerating Operational Efficiency

FinTech: Accelerating Operational Efficiency

FinTech: Accelerating Operational Efficiency

When a FinTech organisation prepare for a fundraising round, scalling up commercial development and structuring SaaS services may require more than tech knowledge. 

How to get more operational efficiency and meet sucess ?

 

Challenge

  • Functional MVP but not scalable
  • Low user adoption due to complex UX
  • No clear product roadmap
  • Difficulty demonstrating value to investors

Valeenor’s Solution

  • Product planning and KPI definition
  • UX redesign with progressive integration of business-specific chatbots
  • Coaching the founding team on product governance and tech-business alignment
  • Setup of an investor-facing demo environment

Results

  • Up to +70% conversion rate from demo to trial clients
  • Stronger investor pitch and narrative
  • Adoption of agile product development practices
  • Repositioning the solution as a market differentiator

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21
Jul, 2025
WealthTech : Boost wealth management with sovereign digital service​

WealthTech : Boost wealth management with sovereign digital service

WealthTech : Boost wealth management with sovereign digital service

 Family Office can face fragmented data across various business tools and increasing client demands for transparency and responsiveness.

How to modernize digital infrastructure without compromising confidentiality or operational stability ?

Challenge

  • Multiple unconnected tools
  • Difficulty producing consolidated reports
  • Time loss in internal workflows
  • Inability to integrate new digital services (PE, crypto, ESG…)

Valeenor’s Solution

  • Audit of existing tools and data flow mapping
  • Implementation of an on-premise proprietary Data Warehouse
  • Orchestration of various modules: CRM, PE analysis tool, client interface
  • Integration of AI orchestrator for task automation and information retrieval
  • Change management support for staff

Results

  • Up to 40% reduction in reporting preparation time
  • Improved client experience with unified, personalized interfaces
  • Enhanced confidentiality through sovereign architecture
  • Team alignment around streamlined, collaborative digital processes

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