1,200% ROI: Accelerating Wealth Management Reviews
Problem:
A wealth management firm was struggling with time-intensive portfolio review processes that limited their advisors’ capacity. Their wealth management team was spending hours manually analyzing client portfolios, verifying compliance requirements, and processing client documentation. This manual approach created inconsistencies in risk assessments between advisors and slowed down client onboarding, ultimately limiting the firm’s ability to scale without adding staff.
Solution:
Polyrific’s inferr.ing solution analyzed client portfolios automatically, assessed risk profiles based on firm guidelines, verified compliance requirements with document-specific citations, and generated detailed recommendations for advisors. The system integrated with their existing portfolio management platform, allowing for seamless adoption by the advisory team.
Results:
The results were transformative: Processing time for financial plan reviews decreased by 80%, delivering a 1,200% ROI. Advisors could handle more clients while maintaining decision control, and compliance verification became more thorough with specific document references. With no upfront investment required and the pay-per-transaction model, the firm saw immediate returns while achieving more consistent application of their investment philosophy across all client portfolios.
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