{"id":2265,"date":"2026-07-21T13:11:09","date_gmt":"2026-07-21T13:11:09","guid":{"rendered":"https:\/\/wizio.fr\/blog\/?p=2265"},"modified":"2026-07-22T08:10:33","modified_gmt":"2026-07-22T08:10:33","slug":"les-nouveautes-wizio-de-juillet-encore-plus-defficacite-au-quotidien","status":"publish","type":"post","link":"https:\/\/wizio.fr\/blog\/les-nouveautes-wizio-de-juillet-encore-plus-defficacite-au-quotidien\/","title":{"rendered":"Les nouveaut\u00e9s Wizio de juillet : encore plus d&#8217;efficacit\u00e9 au quotidien"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Chez Wizio, chaque \u00e9volution produit r\u00e9pond \u00e0 un objectif simple : faire gagner du temps aux conseillers en gestion de patrimoine et leur proposer des outils toujours plus adapt\u00e9s \u00e0 leurs usages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ce mois de juillet s&#8217;accompagne de plusieurs nouveaut\u00e9s qui simplifient la gestion documentaire, am\u00e9liorent le pilotage commercial et enrichissent le suivi des dossiers. D\u00e9couvrez les principales \u00e9volutions disponibles ce mois-ci.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>T\u00e9l\u00e9chargez plusieurs documents GED en une seule action<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Le t\u00e9l\u00e9chargement de documents \u00e9volue dans Wizio.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Jusqu&#8217;\u00e0 pr\u00e9sent, r\u00e9cup\u00e9rer plusieurs documents n\u00e9cessitait de les ouvrir ou de les t\u00e9l\u00e9charger un \u00e0 un. Une op\u00e9ration parfois chronophage lorsqu&#8217;il s&#8217;agissait de dossiers volumineux.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00e9sormais, il est possible de s\u00e9lectionner plusieurs fichiers ou dossiers directement depuis la GED afin de g\u00e9n\u00e9rer un lien unique de t\u00e9l\u00e9chargement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cette \u00e9volution permet de :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>gagner un temps pr\u00e9cieux ;<\/li>\n\n\n\n<li>simplifier la r\u00e9cup\u00e9ration des dossiers clients ;<\/li>\n\n\n\n<li>fluidifier la gestion documentaire au quotidien.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Le t\u00e9l\u00e9chargement est \u00e9galement accessible directement depuis le coffre-fort, sans avoir besoin d&#8217;ouvrir chaque document individuellement.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"712\" data-id=\"2277\" src=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1-1024x712.jpg\" alt=\"GED client\" class=\"wp-image-2277\" srcset=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1-1024x712.jpg 1024w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1-300x209.jpg 300w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1-768x534.jpg 768w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1-1536x1068.jpg 1536w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/GED-client-1.jpg 1596w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">GED client<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Exportez d\u00e9sormais l&#8217;ensemble de vos leads<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Les utilisateurs de Wizio Team disposent d\u00e9sormais d&#8217;une nouvelle possibilit\u00e9 d&#8217;export.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En compl\u00e9ment des leads archiv\u00e9s, il est maintenant possible d&#8217;exporter \u00e9galement les leads en cours au format CSV.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cette \u00e9volution facilite :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>le suivi commercial ;<\/li>\n\n\n\n<li>les analyses d&#8217;activit\u00e9 ;<\/li>\n\n\n\n<li>le partage de donn\u00e9es avec vos \u00e9quipes ou vos outils m\u00e9tiers.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Une fonctionnalit\u00e9 particuli\u00e8rement utile pour les cabinets souhaitant piloter plus finement leur activit\u00e9 commerciale.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"712\" data-id=\"2269\" src=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours-1024x712.jpg\" alt=\"\" class=\"wp-image-2269\" srcset=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours-1024x712.jpg 1024w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours-300x209.jpg 300w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours-768x534.jpg 768w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours-1536x1068.jpg 1536w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Permettre-lexport-des-leads-archives-ET-des-leads-en-cours.jpg 1596w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Un meilleur suivi des personnes morales<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">La gestion des personnes morales s&#8217;enrichit avec l&#8217;ajout d&#8217;un nouveau champ permettant de renseigner manuellement le r\u00e9sultat comptable.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Jusqu&#8217;\u00e0 pr\u00e9sent, seul un r\u00e9sultat comptable calcul\u00e9 pouvait \u00eatre utilis\u00e9 dans le Relev\u00e9 d&#8217;Information Client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Gr\u00e2ce \u00e0 cette \u00e9volution, les conseillers peuvent d\u00e9sormais saisir directement cette donn\u00e9e lorsque cela est n\u00e9cessaire, afin de refl\u00e9ter plus fid\u00e8lement la situation financi\u00e8re de leurs clients professionnels. Une am\u00e9lioration qui apporte davantage de souplesse et de pr\u00e9cision dans la constitution des dossiers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"697\" src=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Personne-morale-1024x697.jpg\" alt=\"\" class=\"wp-image-2268\" srcset=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Personne-morale-1024x697.jpg 1024w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Personne-morale-300x204.jpg 300w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Personne-morale-768x523.jpg 768w, https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2026\/07\/Personne-morale.jpg 1455w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Une plateforme qui \u00e9volue avec vos besoins<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Chez Wizio, chaque nouveaut\u00e9 est pens\u00e9e pour r\u00e9pondre aux usages concrets des cabinets de gestion de patrimoine.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Qu&#8217;il s&#8217;agisse d&#8217;optimiser la gestion documentaire, de faciliter le pilotage commercial ou d&#8217;am\u00e9liorer le traitement des dossiers, ces \u00e9volutions s&#8217;inscrivent dans une m\u00eame ambition : proposer un CRM toujours plus performant, intuitif et adapt\u00e9 aux exigences du m\u00e9tier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Et ce n&#8217;est qu&#8217;un d\u00e9but. De nouvelles fonctionnalit\u00e9s viendront prochainement enrichir la plateforme afin de continuer \u00e0 accompagner les conseillers dans leur quotidien.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chez Wizio, chaque \u00e9volution produit r\u00e9pond \u00e0 un objectif simple : faire gagner du temps aux conseillers en gestion de patrimoine et leur proposer des outils toujours plus adapt\u00e9s \u00e0 leurs usages. Ce mois de juillet s&#8217;accompagne de plusieurs nouveaut\u00e9s qui simplifient la gestion documentaire, am\u00e9liorent le pilotage commercial et enrichissent le suivi des dossiers. [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":2275,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,77],"tags":[],"class_list":["post-2265","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Les nouveaut\u00e9s Wizio de juillet : encore plus d&#039;efficacit\u00e9 au quotidien - Wizio<\/title>\n<meta name=\"description\" content=\"D\u00e9couvrez les nouveaut\u00e9s Wizio de juillet : t\u00e9l\u00e9chargement multiple des documents GED, export des leads et am\u00e9lioration de la gestion des personnes morales pour optimiser votre activit\u00e9 de conseiller en gestion de patrimoine.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wizio.fr\/blog\/les-nouveautes-wizio-de-juillet-encore-plus-defficacite-au-quotidien\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les nouveaut\u00e9s Wizio de juillet : encore plus d&#039;efficacit\u00e9 au quotidien - 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