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Shortcut AI CRM is an AI-based, turn-key CRM solution tailored for CGPs (Conseillers en Gestion de Patrimoine), offering 100% customization. It aims to reduce administrative work by 50% and increase…
Shortcut
Shortcut AI CRM is an AI-based, turn-key CRM solution tailored for CGPs (Conseillers en Gestion de Patrimoine), offering 100% customization. It aims to reduce administrative work by 50% and increase…
TL;DR
Headquarters: Paris, Île-de-France, France
Founded: 2020
Product: AI-driven CRM for CGPs (wealth-management advisors)
Funding: Reported grant funding; total reported ~$180,000 (USD)
Company Overview
Problem Domain
CRM and workflow automation for wealth-management advisors (CGPs) and associated regulatory compliance processes.
Founded
2020
Industry
Artificial Intelligence; CRM; Wealth Management
Funding Track Record
180000.00
Investor Signal
“Bpifrance participation in grant funding”
Founders
What we do
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