Automating Client Reviews at Hurst Point Group

Customer Context

Hurst Point Group, through its subsidiaries Argentis (financial planning) and Hawksmoor (investment management), is a leading UK wealth management group with around £10 billion in assets under advice and management (AuA/M).

Client reviews are a cornerstone of the business and critical for demonstrating suitability, compliance, and delivering ongoing value to clients. But the process is often weighed down by admin work, particularly after client meetings, when advisers needed to capture notes, update records, and process letters.

The Challenge

• Front-office burden: Advisers spent hours on post-client meeting admin — typing up meeting notes, updating CRM entries, and rekeying data into XPlan.

• Compliance risk: Fact-finds were inconsistently updated, and validation against best-practice standards was limited.
• Lost productivity: Advisers could only handle a fraction of the reviews they should have, as admin consumed disproportionate time.

The Solution: Automated Post-Meeting & Review Admin

Palindrome’s AI Agentic platform tackled the heaviest parts of client review workflows:

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Automating Post-Client Meeting Admin

• Meeting notes are drafted in the adviser’s required format within minutes.
• Post-meeting actions and CRM updates are completed automatically.
• Data is pushed directly into XPlan, updating fact-finds at field level so records stay accurate and current.

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Fact Validation & Compliance Alignment

• Every fact-find entry is validated against the best practitioners’ guide to maintain compliance consistency.
• The system highlights gaps or inconsistencies in client information, ensuring advisers meet regulatory expectations without extra effort.

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Impact

• 80% reduction in post-meeting admin time.
• 3× more reviews completed per adviser per day, with less time spent typing notes and updating records.

Client Testimonials

“This has saved me so much time, but more importantly, my fact finds are now far richer, with details I would never have captured before..” – Senior Financial Advisor, Hurst Point Group