Wealth monitoringApril 2026
Pappers MCP + Data.gouv v2: 7 use cases with exact prompts
Version 2 of the guide with 7 operational use cases and copy-ready prompts for wealth advisors.
12 min
ARTICLES
The Charlie Journal
Find Charlie's latest analyses in a clear and actionable editorial format
Fees and perceived valueApril 2026
Charging 2x fees: the 5 levers of perceived value
How to make invisible advisory work visible and structurally justify higher fees without relying only on portfolio performance.
10 min
Market intelligenceApril 2026
Perplexity MCP + Claude: real-time market intelligence
How to connect Perplexity to Claude to embed real-time web research into market monitoring, client prep, and wealth decisions.
11 min
Executive monitoringApril 2026
Pennylane MCP + Claude: real-time wealth intelligence
How to use Pennylane API through MCP to detect key accounting signals for executive clients and act before the annual financial statement.
12 min
Client monitoringApril 2026
Intelligent client monitoring with GojiberryAI and Claude
How to detect key client moments before they call you and turn each outreach into highly relevant action.
12 min
Advisor productivityApril 2026
Claude in Excel, PowerPoint, and Word: wealth deliverables in a fraction of the time
How to industrialize reporting, annual reviews, and transmission notes directly inside Microsoft Office without losing client personalization.
10 min
Proactive relationshipApril 2026
85% of your clients never call you: from reactive follow-up to proactive relationship
Why silent clients are often the highest risk and how to cover 100% of your book with proactive monitoring infrastructure.
11 min
Relationship intelligenceApril 2026
Gmail + Google Calendar MCP: relationship intelligence for wealth professionals
How to turn your inbox and calendar into a continuous relationship-monitoring system that improves every client interaction.
10 min
Wealth monitoringApril 2026
Data.gouv and Pappers MCP: wealth monitoring and client intelligence
How to connect Claude to SIRENE and Pappers to detect key client moments before they call you.
13 min
Client monitoringApril 2026
Pappers MCP: client monitoring and wealth intelligence
How to turn Pappers MCP into a continuous monitoring infrastructure to detect key moments, anticipate risks, and act before the client calls.
12 min