Financial Services
Automation for wealth management firms
Client checklists, chased - what it replaces, and what it is worth. Below is a worked example, not a case study: the arithmetic is shown so you can check it against your own numbers.
Today
Chasing clients for their quarter-end paperwork is a fortnight of someone’s life, every quarter.
Automated
Each client gets their own checklist, chased on a schedule, escalating only what is still missing near the deadline.
The worked example for wealth management firms is still being written
We publish the arithmetic - volumes, minutes, rates - or we publish nothing. Borrowing another business's numbers and swapping the name in would make this page look finished and tell you something untrue. The audit below runs on your numbers today, which is the part that was ever going to decide it.
How a delivered build is verified
Every delivered build on REWORK is verified the same way: a demo video, a run record on your own inputs, and authorship evidence you can check yourself.
Find out what your own manual work costs
The audit takes about 60 seconds, needs no account, and returns your top three opportunities with hours, budget and timeline.
Run the free audit