Finance: the two-minute demo

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Pick a case study.

Finance · The investment review

One client’s quarterly review, by hand.

Each provider sends its own statement, in its own format. Someone retypes them into one picture, then checks every total.

Finance · The investment review

The same review, ready for the adviser.

Nothing reaches the client until an adviser approves it. It takes each provider’s data feed or file; where there is none, the value is captured once and dated.

What your team gets back.

5,000 hours a year

About $186,000 of staff time. Capacity, not cash, until you decide what to do with it.

Reviews a month 60
Minutes each, by hand 180
Minutes each, with the build 20

An illustration from starting figures: change them. A clean one takes 0:40 to approve; held ones take longer, so the sum uses the average. Twelve months at $100 an hour of adviser time. The audit measures yours.

Start with two weeks.

We sit with one department and show you the number. Then one build, typically $20,000 to $30,000, refunded if it misses its target.

Read the case study

brightworkdigital.co/consulting