Tips, strategies, and stories to help your firm work smarter.
Off-the-shelf CRMs force you to adapt your workflow to the software. Custom systems do the opposite, boosting productivity by 40% on average.
TL;DR
Off-the-shelf CRMs force you to adapt your workflow to the software. Custom systems do the opposite, boosting productivity by 40% on average.
Manual data entry costs firms $50K+ annually in lost productivity. Automation ROI typically hits 300% within 6 months.
TL;DR
Manual data entry costs firms $50K+ annually in lost productivity. Automation ROI typically hits 300% within 6 months.
If you're copy-pasting data, missing deadlines, or losing clients to faster competitors, automation isn't optional anymore.
TL;DR
If you're copy-pasting data, missing deadlines, or losing clients to faster competitors, automation isn't optional anymore.
By automating document collection, conflict checks, and client communications, we cut onboarding time by 85%.
TL;DR
By automating document collection, conflict checks, and client communications, we cut onboarding time by 85%.
Integration projects cost 60% less than full replacements and preserve team familiarity. Start by connecting, not replacing.
TL;DR
Integration projects cost 60% less than full replacements and preserve team familiarity. Start by connecting, not replacing.