← Financial services
Twelve months of performance, set against the goals in the original SoA.
The review pack is ready before the meeting, so the adviser spends the hour with the client.
InPlatform data, the original SoA, CRM notes.
OutA review pack and an audit trail.
How it works today
- Performance sits in the platform, goals in the last SoA, changes in the CRM.
- Someone builds each pack by hand before every review.
- Changes in circumstances get missed or written up late.
What we build
- Step 1Ingests twelve months of performance data from your platform.
- Step 2Compares results with the goals in the client's original SoA.
- Step 3Summarises changes in the client's circumstances.
- Step 4Generates the review document in your template, with a record of the data used.
Where a person stays in charge
The adviser reviews every pack before the meeting.
Connects to
The same data pipeline as SoA generation, so the second workflow costs less than the first.
What we measure
- Hours to build a pack
- Packs ready before the meeting
- Adviser time spent on assembly