One workspace.
Less admin for advisers.
A custom CRM bringing client records, compliance and follow-ups together for a financial services practice.
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The problem
Client information was spread across separate tools. Drafting compliance documents and chasing follow-ups left less time for clients.
What we built
One workspace for client records, policies, documents and communication, with AI-assisted drafting and automated follow-ups.
Outcome
- 95%
- less time on client emails
- 90%
- less time on compliance documents
Less switching between systems and starting from scratch. Advisers can find client context, prepare a draft and see what needs attention in one place.
Find the constraint. Build the fix.