Email and Workflow Automation for Financial Advisers
Less time on scheduling, chasing paperwork and repeating the same replies, so more of your week goes to actual client conversations.
Admin that competes with client-facing time
Built around your practice, not a template
Every engagement starts with a free audit of how your practice handles email, scheduling and paperwork, so what gets built fits your process rather than a generic advice-firm package.
Free audit first
We map your current process before recommending anything.
Built on Microsoft 365
Most practices already run on it, so it's usually the fastest place to start.
You stay in control
Replies and communications are drafted for review, nothing is sent without you.
Our simple 3-step process
Done-for-you from start to finish.
We review your process
We look at how scheduling, chasing and replies currently work and where time is lost.
We build it for you
Workflows set up inside the systems you already use, with you reviewing anything client-facing.
We keep it running
We manage and adjust it as your practice's needs change.
Before you get in touch
Does this fit with our compliance requirements?
We build inside your existing systems and nothing client-facing is sent without your review, but any specific workflow should still get sign-off from your own compliance function, the same as with any new tool.
Can it help with meeting scheduling as well as email?
Yes, scheduling and rescheduling is one of the most common things we automate for advice practices.
Will it work alongside our existing CRM?
Often, yes. We look at what you already use during the audit and build around it.
Is this only for larger advice firms?
No. We work with practices of different sizes. The free audit tells us what's actually worth building for yours.
See what's worth automating in your practice
Free audit, no obligation. We'll tell you what we'd fix first.
Get My Free Audit