Industry:
Financial Advisory
Team Size:
8 advisors
Location:
United States
Services Used:
AI Workflow Automation + Document Automation
Timeline to Live:
33 days
Primary Goal:
Automate reporting and onboarding to free advisor capacity
About the Client
An independent financial advisory firm serving high-net-worth individuals and family offices across the US. Eight experienced advisors managing long-term client relationships — and spending a disproportionate percentage of every week on the administrative work surrounding those relationships rather than deepening them.
The Challenge
The firm’s advisors were among the most relationship-focused professionals in their market — and they were spending 30–40% of every week on work that didn’t require their expertise. Monthly reports compiled manually. New client onboarding coordinated via email chains. The administrative overhead was directly limiting how many clients each advisor could serve.
- Monthly client reports taking 3–4 hours per advisor to compile manually from multiple data sources
- New client onboarding managed via email — no structured process, frequent delays and missed steps
- Document collection for compliance handled informally — chasing clients for paperwork was routine
- Advisors scheduling and managing all client review meetings manually
- No systematic client communication between formal review meetings — relationships going quiet
The firm needed the administrative layer of their practice to run automatically — so advisors could focus entirely on the relationships that defined their reputation and drove retention.
Our Approach
We prioritized by time impact — reporting and onboarding together accounted for over 60% of advisor administrative time. We tackled them in parallel, designing automation that maintained the quality and personalization standards the firm’s clients expected.
What We Built
A complete advisory operations system — from new client onboarding through monthly reporting and ongoing relationship communication.
The Results
System live in 33 days. Reporting time savings immediately from the first monthly report cycle. Onboarding and capacity improvements tracked across the following 90 days.
12hrs
Saved Per Advisor Weekly
+28%
New Client Capacity
100%
On-Time Reports
6 days
Faster Onboarding
“I was spending two full days every month building client reports. That time is completely gone now. The system generates them, I review them, they go out on time. The hours I’ve reclaimed have gone directly into the relationships that matter.”
— Senior Advisor, Independent Financial Advisory Firm
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Your Advisors Should Be Advising — Not Building Spreadsheets.
Book a consultation and we’ll identify the highest-impact automation opportunities in your practice — showing you exactly what reclaiming that time means for your capacity and your clients.
Financial services automation is built with compliance and data security requirements built in from day one.
