LIONSHIELDAIIndustry
Every client you take on brings a file of checks that somebody still does by hand.
Financial services · Client onboarding
New clients wait while documents are collected and checked by hand, one at a time.
Documents are collected and checked as they arrive. Only real queries reach a person.
Onboarding stops waiting on documents.
Financial services · Client files
Writing up a recommendation takes longer than making it.
The file is drafted from the meeting and the facts already on record, ready to check.
Advisers see more clients in the same week.
Financial services · Client queries
Routine questions wait for an adviser to be free.
Common questions are answered immediately, in your words.
Routine questions stop waiting for an adviser.
Financial services · Complaints
Each complaint is handled on its own, so the pattern is found by the regulator first.
Every complaint is read and the recurring causes are grouped.
You find the problem before anyone else does.
Financial services · Reporting packs
The monthly pack is rebuilt by hand from six systems, and the numbers rarely agree.
The pack assembles itself and the exceptions are flagged for review.
The pack stops being rebuilt, and the numbers agree.
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No charge and no obligation. We look at how your work actually runs and name the three processes worth fixing first, with what each is costing you now.
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