<- Back to CustomersCase Study No. III
Increasing adviser capacity at scale.
Automating the annual-review lifecycle to increase adviser capacity, strengthen oversight, and improve turnaround.
The Challenge
A bottleneck at every handoff
Non-standardised note capture delayed downstream work. Letters bounced between advisers and administrators, and visibility into pending actions was poor.
The Solution
- Pre-meeting briefings and preparation checklists.
- Focused meeting capture and consistent soft-fact extraction.
- Streamlined fact-find updates and adviser-generated annual review letters.
Weeks -> Hours
letter turnaround
2h
saved per client
67%
less admin time
Capacity gains compound: saved hours flow back into the relationship, not the inbox.
Compliance quality and adviser velocity can improve together when oversight is built in.
