About the Client
A South African wealth management firm managing complex investment portfolios for individuals, companies, households, and trusts, needing centralized client and financial tracking systems.
The Challenge
Before automation, the company struggled with fragmented client data scattered across multiple systems, manual task creation for Standard Operating Procedures, and time-consuming financial calculations. Investment tracking was entirely manual, reporting capabilities were limited, and administrative tasks consumed valuable hours.
The Solution
- Comprehensive CRM System — Centralized management of clients, companies, households, trusts, and trustees with relationship mapping.
- Automated Task Management — SOP-driven task creation with both scheduled and event-driven triggers.
- Investment Account Management — Real-time tracking of portfolios with automated financial calculations.
- Advanced Reporting Dashboard — Customizable reports based on admin-selected criteria.
- Automated Communication — Email reminders and notifications for tasks and important events.
The Results
Centralized client and investment data management
Automated task creation reducing manual oversight
Real-time financial calculations and profit tracking
Custom reporting for better decision-making
Tools Used
SmartSuite
Make (for automation logic)