Case · Wealth advisory
One record per client, current every morning
Call notes, emails and meeting summaries land on the right record, and nobody types anything twice.
- Client
- A wealth advisory firm
- Industry
- Wealth advisory · Canada
- The work
- One record instead of 4
- Syncs back-office client data into the CRM each morning
- Attaches call notes, email threads and meeting summaries to the right record
- Alerts when a sync drifts
- Enters only what needs judgment
Before
Where the time was going
Seeing a whole client meant stitching several tools together. Data was duplicated, details were missed, and decisions rested on old information.
What was really going on
The information was created in 6 other systems and never flowed back to the CRM.
How it runs today
- The systemSyncs back-office client data into the CRM each morning
- The systemAttaches call notes, email threads and meeting summaries to the right record
- The systemAlerts when a sync drifts
- A personEnters only what needs judgment
After
What changed for the firm
One place holds the whole client, nobody types a detail twice, and the compliance record completes itself.
More like this
- Data entryEvery system tells the same story.
- Wealth advisory firmsReviews prepared and every client call on the record.
- The client review that prepares itselfQopia Financial
- Client letters that reach compliance already checkedLockstitch Financial
- Hardware across every client, in records the team trustsa managed IT services provider
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
What would this be worth at your firm?
In one working session, we find the process worth fixing first and show you what it’s worth.