Client onboarding
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
AI and workflow consulting for financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers
Improve client onboarding, reduce document chasing and make recurring workflows easier to manage.
We help financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers improve operational efficiency, CRM adoption, client communication, reporting and practical AI automation without disrupting the systems already in place.
Finance teams are under pressure to deliver better client service while managing compliance, recurring deadlines and high volumes of repetitive administration.
Opportunity snapshot
Faster onboarding
Reduced chasing
Clearer compliance workflows
Better reporting
Less spreadsheet reliance
Improved client experience
Specialist services
Built around the way financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers actually operate.
AML and document collection
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Recurring review automation
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Practice management optimisation
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Client communication
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Operational dashboards
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Common bottlenecks
Where time, margin and momentum are usually lost.
Client documents arriving late
Recurring tasks manual
Spreadsheet trackers everywhere
Compliance evidence scattered
Client updates inconsistent
Reporting taking hours
ROI calculator
Raeburn Finance ROI Calculator
Estimate the time, cost and capacity that could potentially be released by improving manual workflows across financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers.
Potential released value
Weekly
£5,280
Monthly
£20,240
Annual
£242,880
This is an indicative estimate, not a guarantee. The review validates where the real savings, risks and quick wins are likely to be.
Discuss these numbersAI opportunity assessment
A consultative review before any technology recommendation.
The aim is to understand the operational reality first: what is repeated, what slows people down, what clients chase for, and where better process could make the biggest difference.
01Which recurring tasks are manual?
02How are documents chased?
03Where is client data held?
04Where are spreadsheets used as workarounds?
05Which reports take longest?
FAQs
Straight answers for financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers.
Is this built specifically for financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers?
Yes. The messaging, audit questions, ROI assumptions and workflow examples are tailored around the operational reality of financial services firms, IFAs, wealth managers, bookkeepers, tax advisers and payroll providers.
Do we need to replace our existing systems?
Not usually. The first step is normally to improve how your current systems, processes and people work together.
What happens first?
A practical workflow review identifies the biggest bottlenecks, quick wins and the areas where automation or AI could make a measurable difference.
Start with a conversation
Book a short, practical workflow review.
No hard sell. The first step is to compare notes, identify the obvious operational friction and decide whether there is a useful business case for improving it.