Financial services · Perth, WA
AI and automation for financial services businesses, built in Perth.
Onboarding, compliance checks and document chasing don't need to run on manual admin. I build the tools that take that work off your team.
Diagnosis
The problems I fix
- New client onboarding that takes days of forms, follow-ups and re-keyed data
- Compliance review done entirely by hand
- Documents chased over email, tracked in spreadsheets
- Broker and adviser questions answered one at a time, when an AI assistant could handle the common ones
- Data split across a CRM, an inbox and a dozen spreadsheets
Evidence
Client onboarding, automated for a Perth financial services firm
Before: every new client meant forms filled by hand, documents collected over email, data re-keyed between systems, and compliance checks done manually. Skilled people were spending their week on admin.
I built an automation layer over their existing systems, with no rip-and-replace, that handles the collection, checking and data entry. Phase 1 is live in production.
The engagement has continued into phases 2 and 3, which is the clearest evidence the first phase worked.
Why this works in finance
Documents, checks and repeatable process
Financial services runs on exactly the work AI is now good at, and exactly where errors are expensive. So the approach is simple: AI does the reading, sorting and drafting; your people keep the judgement and sign-off. Nothing goes out without oversight.
Run a broking, aggregation, advice or finance business in WA?
Book a call. Worst case, you get a free second opinion on your workflow.