The same fact find typed into three systems. A document chased twice because nobody knew it had arrived. A follow-up that relied on someone remembering. We diagnose and redesign the workflow inside advice firms. This service is about finding the friction and fixing the process, not building software.
Where the advice firm workflow breaks
The symptoms are usually ordinary. The lost time is not.
The fact find gets typed again
The details move from notes to sourcing to CRM by hand. We map each handover and find where the duplicate entry can stop.
The document has arrived, but nobody knows
The adviser thinks admin is chasing it. Admin thinks it is with the client. We make the owner and the next action clear.
The chase list is in someone’s head
The case moves only when one person remembers. We turn the hidden routine into a process the whole team can follow.
The compliance file needs a final scramble
The evidence exists, but it sits across inboxes, folders and systems. We redesign when it is collected and where it is checked.
How we fix it
Map
We map how work flows today, including the workarounds nobody wrote down. We watch the work being done, not just described.
Target
We pinpoint the highest-impact bottlenecks worth fixing first.
Streamline
Then we cut the time out, by redesigning the process, joining up the tools you have or automating the repetitive parts. Whatever saves the most, with the least disruption.
Prove
Nothing counts as fixed until your team has run it and the hours have gone. We measure before and after, and if it did not save time we say so.
Our job is to give you time back
Success here means hours back, and sometimes the best fix doesn’t cost a penny in licences. The quickest way in is a Technology Review Day, where we map the process with you and leave you a prioritised plan.