Case StudyTime Management

Optimize your brand image with Julie! [Case study]

Erwan Coatnoan de Kerdu is the Head of ICV Finance, a company specialized in the development of intangible capital for companies. He is an expert in the management of company performance and his customers include SMEs and both national and international big groups.

Erwan has been present in the entrepreneur and finance ecosystem for a long time and he has always looked for great solutions to help him be more efficient and focus more on the fundamental part of his job: to help his clients develop their intangible capital.

“I have at least 6 calls a day and I travel a lot to meet my clients. It is very time-consuming to deal with the back and forth emails to find a time slot that suits everybody.”

The idea of delegating tasks to a virtual assistant was not new to him and when he searched for a virtual assistant to manage his agenda, Julie Desk was the perfect solution for him.

“The Julie Desk solution really met my expectations. With Julie, there is an immediate answer and she carries out the tasks assigned very well. She takes into account all my clients different time zones and can limit the number of meetings if needed. Thanks to her, I can spend more time with my clients, which is a fundamental part of my job.

Download the complete case study and find out how ICV Finance has saved time and become more efficient with Julie Desk

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