Quartz Patrimoine, the fiscal simulator that qualifies the lead.
Patrimony advisory firm wanting to qualify incoming leads before the in-person meeting. Mini-app embedded on their WordPress site, simulation of French wealth tax / pension / real-estate funds / bare-ownership splits, lead capture with automatic scoring. Wired to HubSpot and their internal CRM.
“Before, our commercials spent 30 minutes per call qualifying. Now the simulator does it and they arrive at the meeting already prepared.”
Filter cold leads before the phone call.
The firm received 200+ inquiries / month, 80% unqualified (insufficient patrimony, unrealistic expectations, wrong product). 30 minutes per qualifying call. Goal: an embedded simulator that computes potential fiscal optimisation and captures hot leads with scoring.
AMF compliance · WordPress embed without tech debt.
The firm is AMF-regulated: no yield promise, mandatory legal mentions on every simulation, 5-year simulation archiving. Embed on existing WordPress without changing the theme or breaking SEO. Tight delivery (5 weeks before marketing launch).
React mini-app embed · scoring engine · HubSpot sync.
React component embedded via secured iframe (PostMessage). Stateless server-side calculation engine, archives every simulation with timestamp. Automatic 1-100 scoring by declared patrimony, urgency, sought product. Real-time HubSpot sync: hot leads surface immediately to commercials.