Case · Wealth advisory

Every client request, sorted and checked as it lands

Across 10 mailboxes, complete requests become tasks, and incomplete ones get a reply drafted in the advisor’s voice.

An inbox of client requestsHow it runs now

Specimen · sample rows, no client data

Before

Where the time was going

Deposit, withdrawal, contribution, tax slip and admin requests all arrived by email, and routing them cost every advisor hours a week.

Incomplete requests got uneven follow-up: some went back the same day, and some sat.

7 task types covered nearly everything. The hard part was replying to an incomplete request in the advisor’s own voice.

The systemReads incoming client email across every advisor mailbox
The systemSorts it into 7 task types and checks it’s completeby rule, not by the model
The systemTurns complete requests into tasks and drafts replies to the rest
A personApproves the reply before it’s sentthe advisor

The advisor approves every reply, and it goes from their own mailbox.

After

Requests reach the right queue complete, clarifications are consistent, and every event is logged for the firm’s privacy obligations.

Your brief · 1 of 3

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