Bespoke automations and integrations that drive unparalleled efficiency.

We create automated systems that transform operational efficiency inside of advisory firms.

Automating manual processes can save vast amounts of time.

Most advisory firms are burdened with time consuming manual processes and repetitive tasks which can be heavily automated with the right technology in place.

We build custom systems that reflect how your firm actually operates.

We can help with

Auditing your existing processes

We audit your existing processes and identify opportunities for workflow automation.

Designing systems to automate repetitive tasks

We design and build custom automated systems to automate repetitive tasks in your firm that fit around how you actually operate.

Deployment and continous improvement

We deploy your workflows into your firm and work with you to refine and improve the automation over time.

Don’t be held back by poor quality integrations.

Many firms find that existing integrations do not live up to expectations and end up with siloed systems as a result.

Lack of data integration holds back operational efficiency, particularly in back office processes.  We can help build custom integrations to fill the gap where existing integrations are underperforming.

How we help with integrations

Work with existing APIs to open more integration options

Where APIs exist, we can help you build workflows and systems with data transformation where required.

Create data ingestion and data normalisation systems

AdviceFlow can create bulk data ingestion systems from various sources like documents (OCR).

Create ‘APIs’ using browser automation

Where other options are not achievable we can work with browser automation to scrape data and open up otherwise unachievable integration options.

Automated call booking, lead follow up, CRM data entry and pre-call preparation

An example workflow

Below is an example workflow for a specialist mortgage firm. The firm receives a significant volume of enquiries from introducers and its website. AdviceFlow was able to automate the lead follow up, call booking, CRM data entry and initial meeting preparation processes entirely.

Potential time saving

Up to 1.5 hours per run

Average workflow run time

< 1 minute

Potential time saving per month

> 60 hours

Annual cost saving

> £55,000

Benefits

Fully automated end to end process with audit logs.

Significant increase in conversion rate due to SMS and speed of follow up with leads.

Lead follow up now functions 24/7, no loss of conversion at weekends.

Consistent data across multiple systems due to automated data entry.

Book an initial call discuss your automation or integration needs

Any initial consultation is at our cost.

You can expect a response within 24 hours.

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