The democratization of tax and financial advice for private banks thanks to an innovative platform and advisors across France, this is the promise made by Clovis.fr. This startup has developed unique technology and an unprecedented service that allows individuals to reduce their taxes and improve their personal finances.
Clovis.fr: “New Generation” tax and financial advisory services
Even now, 99% of the French are not getting the tax and financial advice they need. Even today, only the wealthy could benefit from private banking advice.
“In fact, the majority of the French do not have the salary of a CAC 40 president or a soccer player for private banking advice. Not forgetting that managing your personal finances well is not easy when you lack them,” says Driss Acherou, CEO and co-founder of Clovis.fr. to time and knowledge.
Based on this observation, the latter launched in 2021 the first tax and financial advisory platform for the middle classes. This platform allows its users to reduce their taxes, improve their tax returns, prepare for their retirement, carry out their investment projects, manage their daily budget, increase the return on the savings account, and also provide banking services.
The best human experiences and technology
Thanks to the algorithm, Snapshot provides access to all customized tax and financial advice tools. The use of artificial intelligence allows users to benefit from recommendations tailored to their condition.
Everyone can then access the best tax and financial optimization opportunities available from the platform. Dedicated experts are also available throughout France to support users in the implementation of their financial, tax and heritage projects.
Customer satisfaction rate of 98%
With a customer satisfaction rate of 98%, the Clovis.fr platform is now attracting more and more individuals.
Faced with the success of the platform, Driss Achirou now wants to continue developing his company throughout France and in DOM-TOMs. Fundraising and recruitment of new expert collaborators is expected over the next few months.