Client Scheduling & Service Model Automation
When RIAs implement workflows effectively, they unlock a world of automation, reduced errors, and streamlined efficiency.
Workflows
Comprehensive workflow coverage across all areas of your firm. Tailored to your operational needs by analyzing/improving your firm's processes and implementing the industry's best practices.
Starter
For businesses looking to streamline multiple processes across various operational areas.
$1,500
1-3 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
Advanced
For businesses needing a limited set of workflows to kickstart their operations.
$3,000
4-10 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
Workflow FAQs
Our workflow packages simplify and optimize key business processes like prospecting/onboarding, client meetings, and client servicing. This helps your firm operate more efficiently while delivering a seamless client experience.
We’ll identify the workflows your firm needs, such as prospecting/onboarding, client meetings, and/or client servicing. Then, we’ll design, build, and implement each workflow to align with your business goals.
We specialize in three workflow types:
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Prospecting & Onboarding: Streamline the process of identifying potential clients and preparing for your upcoming prospect meetings. A great way for your team to effectively keep on top of prospects in your pipeline.
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Client Meetings: Optimizes the preparation, execution, and post meeting follow-ups for client meetings.
Account Servicing: Simplifies client service requests, account updates, and other frequent inbound client requests.
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We offer three packages:
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Basic Package: $1,500 for 1–3 workflows, ideal for starting your automation journey.
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Advanced Package: $3,000 for 4–10 workflows, perfect for streamlining multiple operational areas.
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Professional Package: $7,500 for comprehensive solution for your Prospecting/Onboarding, Client Meetings, and Account Servicing, covering all key operational areas of your firm.
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A Prospecting & Onboarding workflow could qualify leads, send welcome emails, and automatically collect client documents. A Client Meeting workflow might schedule the meeting, prepare an agenda, and assign follow-up tasks afterward.
Pricing is based on the number of workflows and their types. For example, 3 Client Meeting workflows cost $1,500 (Basic Package), while 5 Prospecting & Onboarding workflows add $3,000 (Advanced Package), for a total of $4,500.
Schedule a consultation with us to explore your workflow needs and discover how we can enhance your operations. Schedule here 👈