Efficiency Audits For Financial Companies

Efficiency Report

Reveal operational issues in your financial planning business for efficiency gains. When you know there’s room to optimise operations, but you can’t put your finger on the problem. Discover how to improve every single workflow in your practice, with the Efficiency Report.

Enjoy more clarity, save time, and gain confidence in your pricing position.

Make efficiency your competitive edge

With the most thorough exploration of your practice’s operations, you can make informed and empowered decisions. Create templates and advice frameworks for manual, ad-hoc tasks. Design new series of workflows to complement your optimised operations, with rules to keep the structure in place. Upskill your entire team to ensure each module across every role is in harmony.

An Efficiency Report shows you what’s hidden cyclical day-to-day operations… to bring your financial services practice into its next iteration. Industry leader.

Gain deeper insights

Monitor how long your team spends creating and editing financial Statement of Advice (SOA) documents and reports. Spotlight every granular activity across your department and disciplines. Gain deeper insights into how your people work, collaborate, and serve clients. With representatives present from different parts of your practice, cycle through every task each role performs.

Find a better way

Identify the repetitive manual tasks, where time can be saved. Spot opportunities to introduce financial software. See where your team are spending hours on the document presentation. Ask ‘is there a way to make this more efficient?’ for every financial advisor task, process, and system.

Imagining & innovating better work flows
for finance professionals.

How it works…

Discovery – Interviews and Site Review:

Initial meeting with project sponsors
Interviews across diverse roles (Advisers, paraplanner, Implementation and Services)
Follow up meetings as required to clarify outcomes of interviews and meetings
Post-interview meeting with Sponsor(s)

Key areas to be covered in the interviews include:

Review their current processes (system and advice)
Understand any issues and explore opportunities
Understand what is working well

System and Process Reviews:

Portfolio review process
Review advice process
New Client Process
Understand typical plan production timings (Fact Find, Modelling, ROA/SOA production)
Identify inconsistencies across the business
Compare against interviews and identify any discrepancies, follow up where required
Highlight major opportunities to improve efficiency

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

How do I request the solution?

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