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Operations Maturity Audit — Wealth Management
Score how mature Wealth Management operations are — and pinpoint the weakest handoff to fix first.
What this audit examines in Wealth Management
- Advisor productivity transformation — the operating model that lets a top advisor service 250+ households without burning out the support team.
- Onboarding modernization — the end-to-end digital account-opening flow that closes the gap with the wealth-tech challengers.
- Integrated advisor desktop — the data layer and the workspace that unifies CRM, planning, portfolio, and custody into one surface advisors actually use.
- Next-generation client experience — the digital surface for the inheriting generation that doesn't want quarterly review meetings.
Data & Reporting
Whether you can see the business clearly and act on it.
More tools for Wealth Management
LTV:CAC Ratio
Determine if customers are worth more than they cost to acquire. The unit economics check.
Sample output
$50 ARPU · 5% churn · $200 CAC → 5:1 ✓
AI Readiness Audit
Score process clarity, data readiness, team adoption, and guardrails before investing in AI.
Sample output
67/100 → pilot with control, not full rollout
Digital Transformation Audit
Assess KPI clarity, reporting, tool alignment, ownership, and automation maturity.
Sample output
52/100 → foundation gaps in metrics and handoffs
Cost of Manual Work — Wealth Management
Quantify the annual cost and people-weeks lost to repetitive manual work — and the automation payback.
Build vs Buy — Wealth Management
Compare the multi-year total cost of SaaS subscriptions against a custom build — with a clear build, buy, or hybrid recommendation.
Revenue Leak — Wealth Management
See how much revenue leaks every month from a low conversion rate — and what closing the gap to your target is worth.