29d • General discussion
What if your financial firm could cut 60% of admin time and turn it into billable hours — automatically?
Financial teams — tired of busywork?
I’m building my AI Automation portfolio and I’m offering 100% free setup of practical automations for banks, fintechs, wealth managers, insurance teams, and accounting firms.
What I build (examples):•
-Client onboarding & KYC flows — auto-capture data, reduce manual entry, speed up approvals.
- Reconciliations & investor reporting — nightly match + auto PDF reports ready for audits.
• Lead follow-ups & appointment scheduling — personalised outreach and reminders that cut no-shows.
• Billing, invoicing & collections — automated invoices, retries, and status updates.
• Internal task routing & compliance logs — fewer missed steps, better traceability.
These are the same systems firms pay $3K–$10K+ for, but right now I’m focused on results, not revenue — in exchange for a genuine testimonial.
No inflated promises.
Just streamlined systems that:
-Cut manual workload by 40–60%💰
-Free up 10–20 hours/week per advisor or accountant
-📈 Improve response speed, accuracy, and client satisfaction
If you run or work with a financial advisory, accounting firm, insurance company, fintech, wealth management firm or you know someone who operates such firms— and you’re tired of being buried under admin — let’s fix that.
Comment “Interested” or DM me, and I’ll walk you through how we can automate your bottlenecks — end to end.
Let’s turn boring processes into predictable profit.
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What if your financial firm could cut 60% of admin time and turn it into billable hours — automatically?
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