CASE STUDY | UK ADVISORY & WEALTH MANAGEMENT FIRMScaling the client book without scaling the headcount.
Risk
Decades of risk aversion dressed up as risk management had accumulated processes and a support function that slowed client outcomes and inflated cost.
Decision
We helped them separate genuine risk management from defensive process, and redesigned the workflows that were consuming the most adviser time.
Outcome
50+
hours saved per client
9
steps
client servicing cut from 37 steps
The timeframes - 24 to 48 hours, that's music to our ears. It can take 14 days to get a letter out.”
“
Senior Financial Adviser
800+
new clients
per year
14
steps
onboarding cut
from 164 steps