Case Study: ICV Finance Saves Time and Boosts Client Service with Julie Desk

ICV Finance - Customer Case Study

ICV Finance, led by Erwan Coatnoan de Kerdu, specializes in intangible capital management and works with SMEs as well as large national and international companies. With at least six calls a day and frequent travel, the team struggled to manage the constant back-and-forth needed to schedule meetings across different time zones. To save time, ICV Finance turned to Julie Desk and its virtual assistant service, Julie.

Julie Desk provided a responsive commercial assistant that managed the calendar 24/7, handled meeting requests efficiently, and reduced unnecessary email exchanges. The solution helped ICV Finance schedule around 30 meetings per month and gain over one day per week, with Erwan also estimating a time saving of at least 3 hours a day. Julie Desk additionally improved the company’s brand image and client responsiveness.

ICV Finance

Erwan Coatnoan de Kerdu

Head