Global fund data and technology provider
6 weeks to 4 days
Time to triage and fulfil a request
Request turnaround from 6 weeks to 4 days
Email triage
Who we help · Financial services operations
Clear the request queue for good.
Client request triage, fulfilment, data operations and reporting for financial services teams.
In short
We automate operational work in financial services firms, including fund data, wealth and advisory businesses: inbound request triage and fulfilment, client onboarding admin, data operations and reporting, with audit trails and people approving what matters. For a global fund data provider, the time to triage and fulfil a request fell from 6 weeks to 4 days.
What we hear
Where the hours go.
The request queue never shrinks
Skilled people reading, sorting and costing emails instead of fulfilling them.
Turnaround frustrates clients
Weeks between a request arriving and being completed.
Onboarding is paperwork-heavy
The same details collected, checked and re-keyed across systems.
Controls slow everything down
Every step needs an audit trail, so manual checks multiply.
What we automate
Typical automations for firms like yours.
- AI triage and costing of inbound client requests
- Automated fulfilment of standard requests
- Onboarding data captured once and checked automatically
- Exceptions routed to the right specialist with context
- Audit trail of every automated decision
- Operational and client reporting
Proof
Work we've done in this space.
Explore by area
The areas that matter most here.
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
Questions
Common questions.
Is this suitable for regulated firms?
Yes, with the right design. We keep a person approving client-facing and regulated decisions, log every automated step and build within your existing controls.
Does AI make decisions about clients?
No. AI reads, classifies and prepares. Decisions about advice, eligibility or money stay with qualified people.
Can it handle high email volumes?
Yes. Triage runs as emails arrive, so volume spikes don't create a backlog.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days