a financial advisory firm with about 20 people was dropping the ball on their own service promises. not because they didn’t care — they cared a lot. the problem was everything was manual. tracking who needed to be called, booked, or followed up with was different for every team member and every admin. no standard process. meetings were getting missed and the admin team was spending hours every week just figuring out who was due for what.
we built a system using their crm that automatically assigns tasks to book meetings or calls based on each client’s service level. it routes to the right advisor, prevents double bookings, and keeps every client on a recurring schedule. no one has to track anything manually anymore. we also built reporting so the team can see which clients are due in any given period and whether they’ve been met. every touchpoint is logged — full auditable trail.
now every client is on a schedule that runs itself. the admin team isn’t cross-referencing spreadsheets every morning. the firm delivers a consistent experience across every tier and every advisor. that’s not just operational — that’s trust and retention.
- 70% reduction in manual task creation and follow-up
- 20–40% fewer missed client touchpoints
- ~10 hours per week saved for the admin team