Zurich Wealth Management
Zurich Wealth Management
Process analysis and client reporting automation for an independent wealth manager
3.2xPortfolio Capacity per Adviser
The Challenge
The firm wanted to automate everything, but nobody knew where the real bottleneck was. Advisers spent most of their time on quarterly client reports: data gathered by hand from four separate systems, keyed into a spreadsheet, exported to PDF. One report took around 90 minutes, and regulation meant no step could be skipped.
What We Built
We started with a two-week process analysis. Of the eight processes proposed for automation, we reported that three should not be automated — the payoff didn't cover the build cost. For the rest, portfolio data, market data and the CRM were merged into a single reporting line. Once the report template cleared compliance review, production became fully automatic; the adviser writes and approves only the commentary.
The Result
Report preparation fell from 90 minutes to 11. The number of portfolios an adviser can actively monitor rose 3.2 times. The three processes we advised against automating saved the team from pointless build and maintenance work.
The most useful thing they did was tell us three of them weren't worth doing. If they had tried to sell us those, we would have bought them and wasted the effort.
This is a representative scenario prepared to show how our services are applied inside a business. It is not a specific customer case.
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