Built for financial services back offices
We focus on independent financial services firms, where a lean operations team carries a growing load of documents, reconciliations and client requests.
Firms we focus on
- Insurance agencies
- Accounting firms
- Investment managers
- Independent financial services firms
- Banks
Where the hours go
- Document intake and data entry
- Reconciliation and exception handling
- Client onboarding
- Recurring client and management reporting
- Compliance evidence and audit preparation
How we start: the AI Audit
Two weeks, fixed scope. We interview leadership and, separately, the people doing the work, because the two groups usually describe the same workflow differently, and that gap is where the time leaks. You get a ranked list of what to fix first, the estimated value of each fix, and a roadmap you can act on without us.
If you want us to, we build the highest-value workflows alongside your team, train them to run the workflows, or stay on as your fractional CIO.