CB

Claire Berthier

Deputy CEO

Trusteam Finance

Paris, Ile-de-France


Contact Information

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Company Information

Company
Trusteam Finance
Industry
financial services
Employees
25.0
Seniority
C suite

Technologies

SendInBlue Outlook Eloqua Microsoft Office 365 Hubspot WordPress.org Vimeo Vzaar Varnish Nginx Mobile Friendly Google Font API YouTube AI

Keywords

customer satisfaction research isr sri prix excellence client fonds diverfisifies fonds actions recherche satisfaction client societe de gestion de portefeuille societe de gestion de fonds asset management diversified fund equity fund societe de gestion de fonds societe de gestion de portefeuille responsible finance investment management customer satisfaction sustainable investing esg criteria client-centric approach investment strategy return on customer financial performance equity funds diversified funds isr certified carbon neutrality long-term investment wealth management market volatility active management stock selection high yield bonds convertible bonds global investment client engagement fund management financial markets risk management investment methodology investor relations client retention performance monitoring data analysis market trends customer insights financial returns investment research risk assessment investment criteria strategic partnerships asset allocation portfolio management client feedback satisfaction metrics customer loyalty investment opportunities market analysis investment ecosystem capstone investments institutional investors private wealth management active share capital growth financial services data analytics

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