Financial Advisory Firm Automates 90% of Client Reporting
The Challenge
Advisors spending 40% of time on report generation instead of client advisory
- Advisors spending 15-20 hours weekly generating client reports
- Quarterly reviews requiring manual data compilation from multiple sources
- Inconsistent report quality and formatting across advisors
- Compliance documentation consuming significant time
- Limited capacity for proactive client communication
The Solution
Automated Financial Reporting & Client Intelligence Platform
- Automated portfolio performance report generation
- AI-powered market commentary and insights
- Personalized client communication based on portfolio changes
- Compliance documentation automation
- Proactive alert system for significant market events
Implementation Timeline
Data Integration
3 weeksConnecting custodian and portfolio management systems
Report Template Design
2 weeksCreating customizable report templates
AI Training
4 weeksTraining agents on firm voice and compliance requirements
Rollout & Training
3 weeksPhased deployment with advisor training
The Results
Key Takeaways
"I became a financial advisor to help people, not to spend my days creating PowerPoint presentations. UNIKABIZ gave me my time back. Now I have twice as many meaningful client conversations, and our client retention has never been better."
Agents Deployed
- Report Generation Agent
- Market Analysis Agent
- Client Communication Agent
- Compliance Documentation Agent
Industry Solutions
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