Spend More Time Advising, Less Time Administering
Financial services businesses (IFAs, mortgage brokers, insurance advisors, wealth managers and accountancies) operate in a highly regulated environment where accurate documentation...
The Challenges
Financial services businesses (IFAs, mortgage brokers, insurance advisors, wealth managers and accountancies) operate in a highly regulated environment where accurate documentation, timely communication and consistent compliance are non-negotiable. Wilmot manages the administrative and communication workload, ensuring nothing falls through the cracks while freeing advisors to spend more time with clients.
The most common operational challenges in Financial Services:
- Client onboarding requiring extensive documentation and follow-up
- Regulatory reporting and compliance documentation consuming advisor time
- Client communications and follow-up falling behind during busy periods
- Monthly reporting and review preparation taking hours to complete
- Billing and payment management requiring administrative resource
How Wilmot Helps
Client Onboarding
The entire onboarding process, from initial enquiry through to completed fact-find and signed terms, is managed and chased automatically.
Regulatory Compliance
Suitability reports, file notes, annual review letters and regulatory documentation are drafted to the required standard, ready for review and signature.
Client Reporting
Quarterly portfolio reports, annual review summaries and ad-hoc client updates are produced automatically, with data pulled from connected systems.
Billing Management
Fee invoices are generated, sent and followed up automatically. Recurring fee statements and payment confirmations are managed without manual intervention.
Market Monitoring
Relevant market commentary, product updates and regulatory changes are monitored and summarised, keeping advisors informed without time-consuming research.
New Business Follow-up
Enquiries, referral introductions and website leads are followed up systematically with professional, compliant communications.
Example Workflow
New client enquiry received via website
Wilmot sends initial information and a fact-find questionnaire
Completed fact-find triggers a meeting scheduling process
Post-meeting, suitability report draft is prepared for advisor review
Terms of business and letter of authority are sent for signature
Ongoing review reminders and compliance communications are managed automatically
What Our Customers Say
"The reduction in my admin overhead has been remarkable. Reports that took me half a day to prepare now take twenty minutes. The quality is actually higher because Wilmot is more consistent."
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