London Wall Partners.
Paraplanning workflows automated across multiple document types, over several years.
Delivered multiple automation projects over several years of engagement.
London Wall Partners is a wealth management firm where paraplanning, the work of turning adviser conversations into compliant, client-ready documents, takes up a large share of the team's time. Each document type has its own structure, data sources, and review steps, and mistakes are costly.
The engagement covered several automation projects over a number of years. Each one started with mapping how a particular document was produced end to end, identifying where time was lost or errors crept in, and then building automation to remove those points of friction.
The cumulative effect was a paraplanning process that runs faster and more consistently. Advisers get drafts back sooner, the team catches fewer errors at review, and the firm has a clearer view of where further gains are available.
Results.
- Automation delivered across multiple paraplanning document types
- Faster turnaround from adviser input to client-ready draft
- Fewer errors caught at review, with clearer audit trails through the process
- Sustained engagement over several years, with each project building on the last
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