Romain LAFONT
Transformation & IT Project Manager at Crédit Agricole Creditor Insurance (CACI)- Claim this Profile
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Bio
Experience
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Crédit Agricole Creditor Insurance (CACI)
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Ireland
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Insurance
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100 - 200 Employee
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Transformation & IT Project Manager
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Oct 2020 - Present
Dublin City, Comté de Dublin, Irlande CACI is the Crédit Agricole Assurances (CAA) Group subsidiary specialising in Creditor Protection Insurance (CPI) and is a market leader in France and Europe with around 30 partners in 6 countries. CACI has its main entity in Dublin and a branch in Milan. - Project management: analysis of existing specifications and needs, organization of project phases and committee, coordination of stakeholders and contributors, organization of workshops, management of user acceptance tests (UAT) -… Show more CACI is the Crédit Agricole Assurances (CAA) Group subsidiary specialising in Creditor Protection Insurance (CPI) and is a market leader in France and Europe with around 30 partners in 6 countries. CACI has its main entity in Dublin and a branch in Milan. - Project management: analysis of existing specifications and needs, organization of project phases and committee, coordination of stakeholders and contributors, organization of workshops, management of user acceptance tests (UAT) - Change management: business communication, trainings, processes conception - Budget: project pipeline definition, budget monitoring and reporting - Mentoring and supervision of a Junior Project Manager Projects: Strategic: - contribution to a transversal IT migration (testing, go-live, post implementation, steering committees) - contribution to a web portal development for the international market - implementation of Microsoft O365 for 180+ employees in Dublin & Milan Transformation: - “Cloud to On Premises” CRM migration to secure the database of 467K clients - optimization of business tools (applications upgrades: finance and complaints tools) and processes (customer and employee journeys) • Carbon footprint referent: leading the carbon assessment for CACI Dublin & Milan, definition of a green trajectory to reduce carbon emissions, partnership with an educational charity for hardware recycling • Member of the Communication Committee (France, Ireland, Italy): internal communication (intranet, emailing, MS Teams) and external communication (LinkedIn), organization of cross-entity events. • Member of the Culture & Values Committee: event coordinators (sports challenges, diversity and inclusion awareness, seminars, etc.) Show less
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Banque Populaire Auvergne Rhône Alpes
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France
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Banking
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700 & Above Employee
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Financial Adviser for Professional Customers
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Aug 2019 - Sep 2020
France Customers portfolio management (500+) - Creating loyalty, development and follow-up of customers relations - Managing clients' projects - Setting financial solutions (short and long term) - Setting payment solutions and marketing tools - Setting insurances and life insurances - Risks management - CRM management
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Financial Adviser for Professional Customers - Apprenticeship
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Oct 2018 - Jul 2019
France Rhythm : 3 weeks working in a bank branch - 1 week of classes at Montpellier Business School, second year of Master's Degree. Customers portfolio management (400+) in tandem with an advisor : - Creating loyalty, development and follow-up of customers relations - Setting financial solutions (short and long term) - Setting payment solutions and marketing tools - Setting insurances and life insurances - Risks management - CRM management - Providing support to clients… Show more Rhythm : 3 weeks working in a bank branch - 1 week of classes at Montpellier Business School, second year of Master's Degree. Customers portfolio management (400+) in tandem with an advisor : - Creating loyalty, development and follow-up of customers relations - Setting financial solutions (short and long term) - Setting payment solutions and marketing tools - Setting insurances and life insurances - Risks management - CRM management - Providing support to clients projects
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Financial Adviser for Private Customers - Apprenticeship
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Sep 2017 - Sep 2018
France Rhythm : 3 weeks working in a bank branch - 1 week of classes at Montpellier Business School, second year of Master's Degree. Customers portfolio management (600+): - Creating loyalty, development and follow-up of customers relations - Proposing products and services in line with customers and prospects needs - Setting financial solutions (bank loans and mortgages) - Setting insurances and life insurances - Risks management - CRM management
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Arrecife Gran Hotel & Spa*****
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Spain
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Hospitality
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1 - 100 Employee
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Guest Relations Officer - Internship
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May 2017 - Aug 2017
Arrecife, Canary Islands, Spain According to the codes of a five stars hotel: - welcoming and management of the VIP customers stay - international communication - promotion of the hotel events - information and sale of excursions - organization of a gala - management of customer complaints - measurement of hotel's performance with various KPI
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Citroën
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France
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Motor Vehicle Manufacturing
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700 & Above Employee
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Project Manager Assistant - Marketing
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Sep 2016 - Mar 2017
Clermont-Ferrand, France Within the scope of the third year of Bachelor's Degree, project management with the marketing project manager for the launching of the new Citroën C3: - market studies - partners' prospecting, telemarketing - development and implementation of a marketing plan with milestones - budget management
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Crédit Agricole Centre France
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France
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Banking
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700 & Above Employee
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Client assistant - Internship
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May 2016 - Aug 2016
Cantal, Auvergne-Rhône-Alpes, France - client welcoming - day-to-day operations - management of the agency schedule - appointments in pairs with advisors - training colleagues to work on pads
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Multilingual tourist guide
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Jul 2015 - Aug 2015
Cantal, Auvergne-Rhône-Alpes, France - guided tours in French, English and Spanish - marketing actions : flyers, posters, website - translation of information mediums
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Education
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Montpellier Business School
Master Thesis: Digital Era: Which marketing strategy for French rural banks ?, Marketing -
Montpellier Business School
Second year of Master's Degree in Management, Negociation and Sales | International Business Model Developer -
Montpellier Business School
First year of Master's Degree in Management, International Business -
Clermont Auvergne University
Bachelor's Degree Applied Foreign Languages - International Business, International Business -
Lycée Jean Monnet Aurillac
High School Degree in Sciences, with Honors