Sève Finance :

How we designed a CRM that makes advisors' days easier: less time spent on data entry, more time for clients.

Bespoke CRM
Web app
Automation
UX/UI

Client: Sève Finance
Sector: FinTech / Investment brokerage
Deliverables: Web application (bespoke CRM)
Delivery date: April 2026
Expertise involved: UX/UI, web development, business process automation
The Sève Finance website: seve-finance.com

Sève Finance, investment brokers, were running their clients, their KYC files and their commercial opportunities across Excel, Word, Google Forms and Gmail.

The result of that scattering: hours lost to manual entry, duplicates everywhere, and no overall view of the portfolio. Every advisor rebuilt the information by hand, at the expense of time spent with clients.

The stake? Bringing everything into one place, in a single secure space, without weighing down the days of already stretched advisors.

But to bring that vision to life, they were missing a team able to turn their business processes into a bespoke tool.

The real challenge was not to build "one more CRM", but a CRM that fits the client's constraints exactly.

We had to centralise data split across four tools without adding complexity for the user. An advisor had to save time from day one, not lose it learning a new tool. Adoption was challenge number one.

It also meant building in the business constraints specific to financial brokerage: KYC management, compliance, document production — all in an interface that stays smooth and readable. Automating what is time-consuming and adds no value, while leaving advisors in full control of their files.

1.Framing and UX
To design their tool, we started from their real processes. The goal: make every advisor's day easier by bringing four tools into a single space.
2.Automating low-value tasks
We automated the time-savers first: automatic pre-filling of company records via the SIREN registry, and one-click document generation. Advisors no longer re-enter anything — they simply approve.
3.Building the platform and dashboards
Our team built the complete CRM: client, KYC file and opportunity management, with real-time revenue dashboards (pending, potential, closed) to finally give a genuine overview of the portfolio.

Weekly sync meetings

Every week, a checkpoint let us validate progress, adjust priorities and prepare the next sprints.

Figma prototyping

Before coding, every advisor journey was prototyped interactively. Sève Finance could try the interface for real, adjust the experience and validate decisions very early on — a key step for a business tool where adoption is everything.

Continuous test environments

As development progressed, we gave the client staging environments. As soon as a feature was ready, advisors could use it in real conditions and send us feedback so we could iterate fast.

The client stays in full control at every step and watches their product take shape in real time: no tunnel, no bad surprise on delivery.

To build a rich CRM (automations, document generation, real-time dashboards) while guaranteeing data security, we picked several technologies:

Front-endReact 18, TypeScript, Redux Toolkit, TanStack Query, Tailwind, Radix UI
Back-endPython, Django 5 + Django REST Framework, Celery + Redis
DatabasePostgreSQL (AWS RDS)
AIMistral (data extraction from product PDFs)
IntegrationsPappers API (automatic SIREN pre-filling), Google Drive / Sheets / Calendar, AWS S3
HostingAWS Paris (Amplify, ECS Fargate)

4 hours saved per advisor per week on document production

−70% manual data entry during client onboarding

1 single tool replacing more than 4

Less re-entry, a single source of truth, and advisors refocused on what really matters: their clients. The CRM does not replace the advisor — it gives them time back.